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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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.5B AUM 19.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Relaxing Retirement Coach's EWX Position: Q3 2021 in Review

Relaxing Retirement Coach sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2021, closing a stake of 3,299 shares — an estimated $202K sold.

Relaxing Retirement Coach first reported a position in EWX in Q4 2017 and held it in 15 quarters. The position peaked at $9.72M in Q4 2019. 116 funds tracked by Wall St. Rank hold EWX as of Q3 2021.

  • Relaxing Retirement Coach reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Relaxing Retirement Coach sold 3,299 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2021, an estimated $202K.
  • Relaxing Retirement Coach first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2017 and held it in 15 quarters.
  • Relaxing Retirement Coach's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $9.72M in Q4 2019.
  • 116 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2021.

Based on Relaxing Retirement Coach's 13F filing for Q3 2021, filed 22 Oct 2021.