NEWAS
N.E.W. Advisory Services’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
83,731
-46,853
| -36% | -$2.91M | 0.5% | 27 |
|
|
2025
Q1 | $7.39M | Buy |
130,584
+12,375
| +10% | +$701K | 0.57% | 39 |
|
|
2024
Q4 | $6.93M | Sell |
118,209
-32,611
| -22% | -$1.91M | 0.66% | 31 |
|
|
2024
Q3 | $9.41M | Sell |
150,820
-7,915
| -5% | -$494K | 0.93% | 25 |
|
|
2024
Q2 | $9.19M | Sell |
158,735
-6,854
| -4% | -$397K | 0.99% | 23 |
|
|
2024
Q1 | $9.24M | Sell |
165,589
-4,557
| -3% | -$254K | 1.03% | 21 |
|
|
2023
Q4 | $9.61M | Sell |
170,146
-891
| -0.5% | -$50.3K | 1.16% | 19 |
|
|
2023
Q3 | $9.15M | Buy |
171,037
+3,100
| +2% | +$166K | 1.3% | 19 |
|
|
2023
Q2 | $8.82M | Buy |
167,937
+15
| +0% | +$788 | 1.23% | 19 |
|
|
2023
Q1 | $8.51M | Buy |
167,922
+8,622
| +5% | +$437K | 1.24% | 19 |
|
|
2022
Q4 | $7.8M | Buy |
159,300
+19,242
| +14% | +$942K | 1.22% | 19 |
|
|
2022
Q3 | $6.38M | Buy |
140,058
+5,458
| +4% | +$249K | 1.16% | 20 |
|
|
2022
Q2 | $6.55M | Sell |
134,600
-33,122
| -20% | -$1.61M | 1.15% | 20 |
|
|
2022
Q1 | $9.25M | Sell |
167,722
-17,589
| -9% | -$970K | 1.75% | 15 |
|
|
2021
Q4 | $11M | Buy |
185,311
+609
| +0.3% | +$36.1K | 1.66% | 16 |
|
|
2021
Q3 | $10.8M | Sell |
184,702
-305
| -0.2% | -$17.9K | 1.77% | 16 |
|
|
2021
Q2 | $11.3M | Buy |
185,007
+15,486
| +9% | +$947K | 1.89% | 15 |
|
|
2021
Q1 | $9.47M | Buy |
169,521
+14,305
| +9% | +$799K | 1.78% | 15 |
|
|
2020
Q4 | $7.99M | Buy |
155,216
+2,271
| +1% | +$117K | 1.68% | 16 |
|
|
2020
Q3 | $6.77M | Sell |
152,945
-9,770
| -6% | -$433K | 1.91% | 16 |
|
|
2020
Q2 | $6.64M | Buy |
+162,715
| New | +$6.64M | 2.07% | 15 |
|
|
2019
Q4 | $6.18M | Buy |
+134,147
| New | +$6.18M | 2% | 15 |
|