Transamerica Financial Advisors’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.64M | Buy |
90,964
+1,375
| +2% | +$85.3K | 0.53% | 45 |
|
2025
Q1 | $5.07M | Buy |
89,589
+5,715
| +7% | +$324K | 0.52% | 45 |
|
2024
Q4 | $4.92M | Sell |
83,874
-1,379
| -2% | -$80.8K | 0.49% | 48 |
|
2024
Q3 | $5.32M | Buy |
85,253
+2,821
| +3% | +$176K | 0.52% | 45 |
|
2024
Q2 | $4.78M | Hold |
82,432
| – | – | 0.51% | 54 |
|
2024
Q1 | $4.6M | Buy |
82,432
+7,824
| +10% | +$437K | 0.47% | 61 |
|
2023
Q4 | $4.21M | Sell |
74,608
-11,654
| -14% | -$658K | 0.58% | 30 |
|
2023
Q3 | $4.61M | Buy |
86,262
+1,671
| +2% | +$89.4K | 0.62% | 29 |
|
2023
Q2 | $4.44M | Buy |
84,591
+3,719
| +5% | +$195K | 0.58% | 35 |
|
2023
Q1 | $4.1M | Sell |
80,872
-3,011
| -4% | -$153K | 0.54% | 32 |
|
2022
Q4 | $4.11M | Sell |
83,883
-2,059
| -2% | -$101K | 0.58% | 33 |
|
2022
Q3 | $3.92M | Buy |
85,942
+3,659
| +4% | +$167K | 0.58% | 30 |
|
2022
Q2 | $4M | Buy |
82,283
+81,527
| +10,784% | +$3.97M | 0.57% | 26 |
|
2022
Q1 | $43K | Sell |
756
-121
| -14% | -$6.88K | 1.53% | 22 |
|
2021
Q4 | $53K | Buy |
877
+23
| +3% | +$1.39K | 1.43% | 21 |
|
2021
Q3 | $51K | Sell |
854
-100
| -10% | -$5.97K | 1.43% | 21 |
|
2021
Q2 | $59K | Sell |
954
-31
| -3% | -$1.92K | 1.44% | 22 |
|
2021
Q1 | $55K | Sell |
985
-201
| -17% | -$11.2K | 1.34% | 23 |
|
2020
Q4 | $62K | Sell |
1,186
-474
| -29% | -$24.8K | 1.28% | 25 |
|
2020
Q3 | $74K | Sell |
1,660
-70,934
| -98% | -$3.16M | 1.34% | 24 |
|
2020
Q2 | $2.96M | Buy |
72,594
+70,770
| +3,880% | +$2.89M | 0.65% | 41 |
|
2020
Q1 | $61K | Sell |
1,824
-216
| -11% | -$7.22K | 1.09% | 25 |
|
2019
Q4 | $94K | Sell |
2,040
-278
| -12% | -$12.8K | 1.3% | 24 |
|
2019
Q3 | $101K | Sell |
2,318
-51,593
| -96% | -$2.25M | 1.28% | 24 |
|
2019
Q2 | $2.41M | Buy |
53,911
+46,445
| +622% | +$2.08M | 0.52% | 48 |
|
2019
Q1 | $333K | Sell |
7,466
-60,126
| -89% | -$2.68M | 1.96% | 12 |
|
2018
Q4 | $2.77M | Buy |
67,592
+5,709
| +9% | +$234K | 0.71% | 35 |
|
2018
Q3 | $2.77M | Buy |
61,883
+2,918
| +5% | +$131K | 0.59% | 42 |
|
2018
Q2 | $2.8M | Buy |
58,965
+167
| +0.3% | +$7.92K | 0.62% | 44 |
|
2018
Q1 | $3.09M | Sell |
58,798
-5,873
| -9% | -$308K | 0.46% | 79 |
|
2017
Q4 | $3.36M | Sell |
64,671
-29,255
| -31% | -$1.52M | 0.45% | 75 |
|
2017
Q3 | $4.65M | Buy |
93,926
+326
| +0.3% | +$16.2K | 0.58% | 62 |
|
2017
Q2 | $4.37M | Sell |
93,600
-18,967
| -17% | -$885K | 0.59% | 55 |
|
2017
Q1 | $5.11M | Buy |
112,567
+6,359
| +6% | +$289K | 0.61% | 52 |
|
2016
Q4 | $4.22M | Sell |
106,208
-20,596
| -16% | -$818K | 0.5% | 67 |
|
2016
Q3 | $5.47M | Sell |
126,804
-20,873
| -14% | -$901K | 0.59% | 50 |
|
2016
Q2 | $5.81M | Sell |
147,677
-33,045
| -18% | -$1.3M | 0.59% | 41 |
|
2016
Q1 | $7.03M | Sell |
180,722
-21,483
| -11% | -$836K | 0.59% | 31 |
|
2015
Q4 | $7.63M | Buy |
202,205
+29,565
| +17% | +$1.12M | 0.56% | 37 |
|
2015
Q3 | $6.38M | Buy |
172,640
+10,809
| +7% | +$400K | 0.51% | 37 |
|
2015
Q2 | $7.29M | Buy |
161,831
+3,970
| +3% | +$179K | 0.52% | 34 |
|
2015
Q1 | $7.07M | Buy |
157,861
+23,143
| +17% | +$1.04M | 0.49% | 26 |
|
2014
Q4 | $5.97M | Buy |
134,718
+9,311
| +7% | +$413K | 0.47% | 31 |
|
2014
Q3 | $6.02M | Buy |
125,407
+1,604
| +1% | +$77K | 0.54% | 28 |
|
2014
Q2 | $6.23M | Buy |
123,803
+6,001
| +5% | +$302K | 0.54% | 29 |
|
2014
Q1 | $5.59M | Buy |
117,802
+9,631
| +9% | +$457K | 0.56% | 26 |
|
2013
Q4 | $5.02M | Buy |
108,171
+6,412
| +6% | +$298K | 0.55% | 33 |
|
2013
Q3 | $4.63M | Buy |
101,759
+11,744
| +13% | +$534K | 0.6% | 30 |
|
2013
Q2 | $3.96M | Buy |
+90,015
| New | +$3.96M | 0.65% | 32 |
|