United Capital Financial Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

United Capital Financial Advisors’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
2022 Q1	–	Sell	-3,742	Closed	-$222K	–	1177
2021 Q4	$222K	Buy	+3,742	New	+$222K	﹤0.01%	1117
2019 Q4	–	Sell	-6,000	Closed	-$261K	–	1392
2019 Q3	$261K	Hold	6,000	–	–	﹤0.01%	1118
2019 Q2	$268K	Buy	+6,000	New	+$265K	﹤0.01%	1261

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

EWM

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

United Capital Financial Advisors's EWX Position: Q1 2022 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2022, closing a stake of 3,742 shares — an estimated $222K sold.

United Capital Financial Advisors first reported a position in EWX in Q2 2019 and held it in 3 quarters. The position peaked at $268K in Q2 2019. 127 funds tracked by Wall St. Rank hold EWX as of Q1 2022.

United Capital Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2022 after selling out during the quarter.
United Capital Financial Advisors sold 3,742 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2022, an estimated $222K.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2019 and held it in 3 quarters.
United Capital Financial Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $268K in Q2 2019.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.