Sterling Financial Planning’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Sterling Financial Planning’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 Q4	–	Sell	-40	Closed	-$2K	–	202
2021 Q3	$2K	Sell	40 -11	-22%	-$660	﹤0.01%	402
2021 Q2	$3K	Sell	51 -3	-6%	-$176	﹤0.01%	372
2021 Q1	$3K	Sell	54 -27	-33%	-$1.46K	﹤0.01%	348
2020 Q4	$4K	Buy	+81	New	+$3.89K	﹤0.01%	315

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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 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

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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

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

Sterling Financial Planning's EWX Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2021, closing a stake of 40 shares — an estimated $2K sold.

Sterling Financial Planning first reported a position in EWX in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q4 2020. 131 funds tracked by Wall St. Rank hold EWX as of Q4 2021.

Sterling Financial Planning reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 40 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2021, an estimated $2K.
Sterling Financial Planning first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $4K in Q4 2020.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.