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

Oxford Financial 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
-25
Closed -$1K – 234
2021
Q1 		$1K Buy
25
+20
+400% +$1.08K ﹤0.01% 212
2020
Q4 		$0 Buy
+5
New +$240 ﹤0.01% 212

Other funds holding EWX

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IA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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

Oxford Financial Group's EWX Position: Q2 2021 in Review

Oxford Financial Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Oxford Financial Group first reported a position in EWX in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 118 funds tracked by Wall St. Rank hold EWX as of Q2 2021.

  • Oxford Financial 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.
  • Oxford Financial Group sold 25 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2021, an estimated $1K.
  • Oxford Financial Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2020 and held it in 2 quarters.
  • Oxford Financial 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 Oxford Financial Group's 13F filing for Q2 2021, filed 3 Aug 2021.