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

Newbridge Financial Services Group’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
2021
Q2 		– Sell
-8
Closed -$1K – 1450
2021
Q1 		$1K Hold
8
– – ﹤0.01% 1263
2020
Q4 		$1K Hold
8
– – ﹤0.01% 1023
2020
Q3 		$0 Buy
+8
New +$355 ﹤0.01% 1037

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NEWAS
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Victory Capital Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Newbridge Financial Services Group's EWX Position: Q2 2021 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in EWX in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 118 funds tracked by Wall St. Rank hold EWX as of Q2 2021.

  • Newbridge Financial Services Group reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 8 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2021, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2020 and held it in 3 quarters.
  • Newbridge Financial Services Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1K in Q1 2021.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2021.

Based on Newbridge Financial Services Group's 13F filing for Q2 2021, filed 7 Sep 2021.