R.H. Bluestein & Co’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

R.H. Bluestein & Co’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
2022 Q3	–	Sell	-4,593	Closed	-$223K	–	352
2022 Q2	$223K	Sell	4,593 -5,170	-53%	-$272K	0.01%	316
2022 Q1	$553K	Buy	9,763 +525	+6%	+$29.9K	0.02%	173
2021 Q4	$548K	Buy	9,238 +1,930	+26%	+$115K	0.02%	204
2021 Q3	$429K	Buy	7,308 +585	+9%	+$35.1K	0.02%	242
2021 Q2	$412K	Buy	6,723 +2,320	+53%	+$136K	0.02%	258
2021 Q1	$244K	Hold	4,403	–	–	0.01%	358
2020 Q4	$227K	Buy	+4,403	New	+$211K	0.01%	345

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

R.H. Bluestein & Co's EWX Position: Q3 2022 in Review

R.H. Bluestein & Co sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2022, closing a stake of 4,593 shares — an estimated $223K sold.

R.H. Bluestein & Co first reported a position in EWX in Q4 2020 and held it in 7 quarters. The position peaked at $553K in Q1 2022. 122 funds tracked by Wall St. Rank hold EWX as of Q3 2022.

R.H. Bluestein & Co reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2022 after selling out during the quarter.
R.H. Bluestein & Co sold 4,593 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2022, an estimated $223K.
R.H. Bluestein & Co first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2020 and held it in 7 quarters.
R.H. Bluestein & Co's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $553K in Q1 2022.
122 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.