Northwest Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-1,959	Closed	-$87K	–	224
2019 Q1	$87K	Buy	1,959 +801	+69%	+$35K	0.07%	172
2018 Q4	$47K	Buy	1,158 +636	+122%	+$26.8K	0.04%	205
2018 Q3	$23K	Hold	522	–	–	0.02%	290
2018 Q2	$25K	Buy	522 +2	+0.4%	+$101	0.02%	281
2018 Q1	$27K	Buy	+520	New	+$27.6K	0.02%	279

Other funds holding EWX

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Northwest Wealth Management's EWX Position: Q2 2019 in Review

Northwest Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2019, closing a stake of 1,959 shares — an estimated $87K sold.

Northwest Wealth Management first reported a position in EWX in Q1 2018 and held it in 5 quarters. The position peaked at $87K in Q1 2019. 120 funds tracked by Wall St. Rank hold EWX as of Q2 2019.

Northwest Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,959 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2019, an estimated $87K.
Northwest Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $87K in Q1 2019.
120 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.