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

Outlook Wealth 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 Q1	–	Sell	-4,426	Closed	-$217K	–	184
2022 Q4	$217K	Sell	4,426 -31	-0.7%	-$1.49K	0.1%	164
2022 Q3	$203K	Sell	4,457 -124	-3%	-$6.06K	0.09%	175
2022 Q2	$223K	Sell	4,581 -214	-4%	-$11.3K	0.09%	178
2022 Q1	$272K	Sell	4,795 -48	-1%	-$2.73K	0.09%	169
2021 Q4	$287K	Sell	4,843 -46	-0.9%	-$2.73K	0.08%	173
2021 Q3	$287K	Sell	4,889 -36	-0.7%	-$2.16K	0.09%	180
2021 Q2	$302K	Sell	4,925 -124	-2%	-$7.26K	0.1%	180
2021 Q1	$280K	Sell	5,049 -103	-2%	-$5.56K	0.1%	172
2020 Q4	$266K	Sell	5,152 -114	-2%	-$5.48K	0.1%	164
2020 Q3	$234K	Sell	5,266 -333	-6%	-$14.8K	0.09%	155
2020 Q2	$229K	Buy	+5,599	New	+$210K	0.1%	152
2020 Q1	–	Sell	-5,654	Closed	-$260K	–	165
2019 Q4	$260K	Sell	5,654 -408	-7%	-$18.2K	0.15%	128
2019 Q3	$263K	Sell	6,062 -314	-5%	-$13.9K	0.16%	142
2019 Q2	$285K	Sell	6,376 -502	-7%	-$22.1K	0.19%	131
2019 Q1	$307K	Buy	6,878 +4,491	+188%	+$196K	0.25%	107
2018 Q4	$978K	Buy	+2,387	New	+$101K	0.45%	54

Other funds holding EWX

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

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

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

NYLIM

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Outlook Wealth Advisors's EWX Position: Q1 2023 in Review

Outlook Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2023, closing a stake of 4,426 shares — an estimated $217K sold.

Outlook Wealth Advisors first reported a position in EWX in Q4 2018 and held it in 16 quarters. The position peaked at $978K in Q4 2018. 130 funds tracked by Wall St. Rank hold EWX as of Q1 2023.

Outlook Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 4,426 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2023, an estimated $217K.
Outlook Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and held it in 16 quarters.
Outlook Wealth Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $978K in Q4 2018.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2023.

Based on Outlook Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.