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

Rockbridge Investment Management’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 Q2	–	Sell	-1,470	Closed	-$84.5K	–	693
2022 Q1	$84.5K	Hold	1,470	–	–	0.01%	234
2021 Q4	$87K	Hold	1,470	–	–	0.01%	272
2021 Q3	$86K	Hold	1,470	–	–	0.01%	254
2021 Q2	$90K	Hold	1,470	–	–	0.02%	240
2021 Q1	$81K	Buy	1,470 +290	+25%	+$15.7K	0.02%	237
2020 Q4	$61K	Hold	1,180	–	–	0.01%	260
2020 Q3	$52K	Sell	1,180 -1,680	-59%	-$74.6K	0.01%	264
2020 Q2	$117K	Buy	+2,860	New	+$107K	0.03%	157

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

EWM

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Rockbridge Investment Management's EWX Position: Q2 2022 in Review

Rockbridge Investment Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2022, closing a stake of 1,470 shares — an estimated $84.5K sold.

Rockbridge Investment Management first reported a position in EWX in Q2 2020 and held it in 8 quarters. The position peaked at $117K in Q2 2020. 125 funds tracked by Wall St. Rank hold EWX as of Q2 2022.

Rockbridge Investment Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 1,470 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2022, an estimated $84.5K.
Rockbridge Investment Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $117K in Q2 2020.
125 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.