Montis Financial’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Montis Financial’s Portfolio EWX Stock Details EWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,062	Closed	-$227K	–	83
2024 Q1	$227K	Hold	4,062	–	–	0.11%	78
2023 Q4	$229K	Buy	+4,062	New	+$220K	0.14%	67
2021 Q2	–	Sell	-4,420	Closed	-$246K	–	70
2021 Q1	$246K	Hold	4,420	–	–	0.23%	57
2020 Q4	$229K	Buy	+4,420	New	+$212K	0.23%	62

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Montis Financial's EWX Position: Q2 2024 in Review

Montis Financial sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2024, closing a stake of 4,062 shares — an estimated $227K sold.

Montis Financial first reported a position in EWX in Q4 2020 and held it in 4 quarters. The position peaked at $246K in Q1 2021. 161 funds tracked by Wall St. Rank hold EWX as of Q2 2024.

Montis Financial reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2024 after selling out during the quarter.
Montis Financial sold 4,062 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2024, an estimated $227K.
Montis Financial first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2020 and held it in 4 quarters.
Montis Financial's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $246K in Q1 2021.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2024.

Based on Montis Financial's 13F filing for Q2 2024, filed 7 Aug 2024.