Simplicity Solutions’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-11,265	Closed	-$582K	–	619
2020 Q4	$582K	Buy	11,265 +839	+8%	+$40.3K	0.01%	665
2020 Q3	$463K	Buy	+10,426	New	+$463K	0.01%	646
2020 Q2	–	Sell	-7,056	Closed	-$234K	–	889
2020 Q1	$234K	Buy	7,056 +1,675	+31%	+$70K	0.01%	654
2019 Q4	$248K	Buy	+5,381	New	+$240K	0.01%	734

Other funds holding EWX

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

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

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

NEWAS

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $10.2B AUM 16.58% 1-Year Est. Return

Simplicity Solutions's EWX Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2021, closing a stake of 11,265 shares — an estimated $582K sold.

Simplicity Solutions first reported a position in EWX in Q4 2019 and held it in 4 quarters. The position peaked at $582K in Q4 2020. 121 funds tracked by Wall St. Rank hold EWX as of Q1 2021.

Simplicity Solutions reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 11,265 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2021, an estimated $582K.
Simplicity Solutions first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and held it in 4 quarters.
Simplicity Solutions's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $582K in Q4 2020.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.