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RRC
Relaxing Retirement Coach’s
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
Stock Holding History
Relaxing Retirement Coach’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
Q3
–
Sell
-3,299
Closed
-$202K
–
47
2021
Q2
$202K
Sell
3,299
-3,148
-49%
-$184K
0.17%
47
2021
Q1
$357K
Sell
6,447
-12,953
-67%
-$700K
0.41%
37
2020
Q4
$1M
Sell
19,400
-71,314
-79%
-$3.43M
1.09%
29
2020
Q3
$4.02M
Buy
90,714
+11,817
+15%
+$525K
1.75%
24
2020
Q2
$3.23M
Sell
78,897
-31,413
-28%
-$1.18M
2.27%
22
2020
Q1
$3.65M
Sell
110,310
-100,673
-48%
-$4.21M
2.25%
22
2019
Q4
$9.72M
Sell
210,983
-5,188
-2%
-$232K
2.84%
18
2019
Q3
$9.4M
Buy
216,171
+2,256
+1%
+$99.5K
2.9%
18
2019
Q2
$9.56M
Sell
213,915
-60
-0%
-$2.65K
2.92%
18
2019
Q1
$9.53M
Buy
213,975
+5,553
+3%
+$243K
2.97%
18
2018
Q4
$8.53M
Buy
208,422
+17,403
+9%
+$734K
2.89%
16
2018
Q3
$8.56M
Buy
191,019
+10,420
+6%
+$485K
2.56%
17
2018
Q2
$8.57M
Buy
180,599
+33,896
+23%
+$1.72M
2.64%
17
2018
Q1
$7.71M
Buy
146,703
+57,532
+65%
+$3.05M
2.43%
20
2017
Q4
$4.64M
Buy
+89,171
New
+$4.51M
1.51%
28
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
IA
IndexIQ Advisors
New York
$2.82B AUM
12.48%
1-Year Est. Return
NEWAS
N.E.W. Advisory Services
De Pere, Wisconsin
$1.34B AUM
15.38%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
OIA
OneDigital Investment Advisors
Overland Park, Kansas
$10.2B AUM
16.58%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CAM
Crestone Asset Management
Boulder, Colorado
$497M AUM
19.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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