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

Paracle 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
2021 Q1	$384K	Sell	6,938 -28	-0.4%	-$1.51K	0.07%	73
2020 Q4	$359K	Sell	6,966 -483	-6%	-$23.2K	0.07%	83
2020 Q3	$330K	Buy	7,449 +15	+0.2%	+$666	0.07%	78
2020 Q2	$303K	Sell	7,434 -1,004	-12%	-$37.6K	0.07%	75
2020 Q1	$279K	Buy	+8,438	New	+$353K	0.08%	71
2019 Q4	–	Sell	-7,655	Closed	-$332K	–	48
2019 Q3	$332K	Buy	7,655 +317	+4%	+$14K	0.08%	54
2019 Q2	$328K	Buy	7,338 +1,502	+26%	+$66.2K	0.08%	50
2019 Q1	$260K	Buy	5,836 +779	+15%	+$34K	0.07%	56
2018 Q4	$207K	Buy	+5,057	New	+$213K	0.06%	63

Other funds holding EWX

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

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Paracle Advisors's EWX Position: Q1 2021 in Review

Paracle Advisors reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0.4% in Q1 2021, selling an estimated $1.51K and leaving 6,938 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #73.

Paracle Advisors first reported a position in EWX in Q4 2018 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold EWX as of Q1 2021.

Paracle Advisors held 6,938 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $384K as of Q1 2021.
Paracle Advisors sold 28 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2021, an estimated $1.51K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.07% of Paracle Advisors's portfolio in Q1 2021, its #73 holding.
Paracle Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.