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

Stratford Consulting’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
2020 Q1	$1.76M	Buy	+53,041	New	+$2.22M	0.8%	25

Other funds holding EWX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return

EWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratford Consulting's EWX Position: Q1 2020 in Review

Stratford Consulting opened a new position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2020: 53,041 shares worth $1.76M. The stake represents 0.8% of the portfolio and ranks #25 among its holdings.

114 funds tracked by Wall St. Rank hold EWX as of Q1 2020.

Stratford Consulting held 53,041 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $1.76M as of Q1 2020.
State Street SPDR S&P Emerging Markets Small Cap ETF was a new Stratford Consulting position in Q1 2020.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.8% of Stratford Consulting's portfolio in Q1 2020, its #25 holding.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.