OIA
OneDigital Investment Advisors’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 | $2M | Sell |
32,174
-1,340
| -4% | -$83.1K | 0.02% | 429 |
|
|
2025
Q1 | $1.9M | Sell |
33,514
-1,518
| -4% | -$86K | 0.02% | 420 |
|
|
2024
Q4 | $2.05M | Sell |
35,032
-644
| -2% | -$37.7K | 0.02% | 413 |
|
|
2024
Q3 | $2.23M | Sell |
35,676
-665
| -2% | -$41.5K | 0.03% | 411 |
|
|
2024
Q2 | $2.1M | Sell |
36,341
-1,393
| -4% | -$80.7K | 0.03% | 407 |
|
|
2024
Q1 | $2.11M | Sell |
37,734
-866
| -2% | -$48.3K | 0.03% | 322 |
|
|
2023
Q4 | $2.18M | Sell |
38,600
-5,659
| -13% | -$320K | 0.04% | 295 |
|
|
2023
Q3 | $2.37M | Sell |
44,259
-1,170
| -3% | -$62.6K | 0.05% | 249 |
|
|
2023
Q2 | $2.39M | Sell |
45,429
-9,420
| -17% | -$495K | 0.05% | 248 |
|
|
2023
Q1 | $2.78M | Sell |
54,849
-3,440
| -6% | -$174K | 0.07% | 222 |
|
|
2022
Q4 | $2.85M | Sell |
58,289
-11,867
| -17% | -$581K | 0.08% | 200 |
|
|
2022
Q3 | $3.2M | Sell |
70,156
-2,872
| -4% | -$131K | 0.12% | 124 |
|
|
2022
Q2 | $3.55M | Sell |
73,028
-1,564
| -2% | -$76.1K | 0.15% | 94 |
|
|
2022
Q1 | $4.23M | Sell |
74,592
-1,481
| -2% | -$83.9K | 0.16% | 88 |
|
|
2021
Q4 | $4.51M | Sell |
76,073
-12,078
| -14% | -$716K | 0.16% | 82 |
|
|
2021
Q3 | $5.17M | Sell |
88,151
-3,845
| -4% | -$226K | 0.21% | 70 |
|
|
2021
Q2 | $5.64M | Sell |
91,996
-6,987
| -7% | -$428K | 0.23% | 65 |
|
|
2021
Q1 | $5.48M | Sell |
98,983
-38,834
| -28% | -$2.15M | 0.26% | 64 |
|
|
2020
Q4 | $7.12M | Sell |
137,817
-340,540
| -71% | -$17.6M | 0.37% | 52 |
|
|
2020
Q3 | $21.2M | Buy |
478,357
+51,965
| +12% | +$2.31M | 1.47% | 14 |
|
|
2020
Q2 | $17.4M | Buy |
426,392
+63,201
| +17% | +$2.58M | 1.25% | 15 |
|
|
2020
Q1 | $12M | Buy |
363,191
+5,364
| +1% | +$178K | 1.07% | 19 |
|
|
2019
Q4 | $16.5M | Buy |
357,827
+14,684
| +4% | +$676K | 1.3% | 13 |
|
|
2019
Q3 | $14.9M | Sell |
343,143
-243,841
| -42% | -$10.6M | 1.34% | 14 |
|
|
2019
Q2 | $26.2M | Buy |
586,984
+366,916
| +167% | +$16.4M | 2.03% | 11 |
|
|
2019
Q1 | $9.81M | Buy |
220,068
+23,014
| +12% | +$1.03M | 1.43% | 13 |
|
|
2018
Q4 | $8.07M | Buy |
+197,054
| New | +$8.07M | 1.36% | 13 |
|
|
2018
Q3 | – | Sell |
-204,376
| Closed | -$9.7M | – | 1082 |
|
|
2018
Q2 | $9.7M | Buy |
204,376
+25,505
| +14% | +$1.21M | 2.03% | 9 |
|
|
2018
Q1 | $9.39M | Buy |
178,871
+47,435
| +36% | +$2.49M | 2.06% | 9 |
|
|
2017
Q4 | $6.84M | Buy |
131,436
+90,105
| +218% | +$4.69M | 0.78% | 12 |
|
|
2017
Q3 | $2.05M | Buy |
41,331
+19,061
| +86% | +$944K | 0.75% | 24 |
|
|
2017
Q2 | $1.04M | Buy |
+22,270
| New | +$1.04M | 0.31% | 58 |
|