New England Capital Financial Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

New England Capital Financial Advisors’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
2023 Q2	–	Sell	-101	Closed	-$5.12K	–	402
2023 Q1	$5.12K	Hold	101	–	–	﹤0.01%	292
2022 Q4	$5.24K	Buy	+101	New	+$4.84K	﹤0.01%	291

Other funds holding EWX

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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

NEWAS

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

New England Capital Financial Advisors's EWX Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2023, closing a stake of 101 shares — an estimated $5.12K sold.

New England Capital Financial Advisors first reported a position in EWX in Q4 2022 and held it in 2 quarters. The position peaked at $5.24K in Q4 2022. 135 funds tracked by Wall St. Rank hold EWX as of Q2 2023.

New England Capital Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2023 after selling out during the quarter.
New England Capital Financial Advisors sold 101 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2023, an estimated $5.12K.
New England Capital Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2022 and held it in 2 quarters.
New England Capital Financial Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5.24K in Q4 2022.
135 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.