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

Richwood Investment 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
2022
Q1 		– Sell
-330
Closed -$20K – 156
2021
Q4 		$20K Buy
+330
New +$19.6K 0.02% 206

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Richwood Investment Advisors's EWX Position: Q1 2022 in Review

Richwood Investment Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2022, closing a stake of 330 shares — an estimated $20K sold.

Richwood Investment Advisors first reported a position in EWX in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 127 funds tracked by Wall St. Rank hold EWX as of Q1 2022.

  • Richwood Investment Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 330 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2022, an estimated $20K.
  • Richwood Investment Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $20K 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 Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.