Sound Income Strategies’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Sound Income Strategies’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
2019 Q2	–	Sell	-46	Closed	-$2K	–	688
2019 Q1	$2K	Hold	46	–	–	﹤0.01%	544
2018 Q4	$2K	Hold	46	–	–	﹤0.01%	530
2018 Q3	$2K	Hold	46	–	–	﹤0.01%	546
2018 Q2	$2K	Hold	46	–	–	﹤0.01%	502
2018 Q1	$2K	Hold	46	–	–	﹤0.01%	474
2017 Q4	$2K	Buy	+46	New	+$2.33K	﹤0.01%	400

Other funds holding EWX

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Sound Income Strategies's EWX Position: Q2 2019 in Review

Sound Income Strategies sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2019, closing a stake of 46 shares — an estimated $2K sold.

Sound Income Strategies first reported a position in EWX in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 120 funds tracked by Wall St. Rank hold EWX as of Q2 2019.

Sound Income Strategies reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2019 after selling out during the quarter.
Sound Income Strategies sold 46 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2019, an estimated $2K.
Sound Income Strategies first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2017 and held it in 6 quarters.
Sound Income Strategies's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2K in Q1 2019.
120 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2019.

Based on Sound Income Strategies's 13F filing for Q2 2019, filed 16 Jul 2019.