Retirement Planning Company of New England’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Retirement Planning Company of New England’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 Q1	–	Sell	-1,472	Closed	-$87K	–	437
2021 Q4	$87K	Buy	+1,472	New	+$87.4K	0.04%	323

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PPW

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Retirement Planning Company of New England's EWX Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2022, closing a stake of 1,472 shares — an estimated $87K sold.

Retirement Planning Company of New England first reported a position in EWX in Q4 2021 and held it in 1 quarter. The position peaked at $87K in Q4 2021. 127 funds tracked by Wall St. Rank hold EWX as of Q1 2022.

Retirement Planning Company of New England reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 1,472 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2022, an estimated $87K.
Retirement Planning Company of New England first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $87K in Q4 2021.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.