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

Valeo 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
2020
Q3 		– Sell
-542
Closed -$22K – 1756
2020
Q2 		$22K Buy
+542
New +$20.3K ﹤0.01% 1023

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IA
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Valeo Financial Advisors's EWX Position: Q3 2020 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2020, closing a stake of 542 shares — an estimated $22K sold.

Valeo Financial Advisors first reported a position in EWX in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 107 funds tracked by Wall St. Rank hold EWX as of Q3 2020.

  • Valeo Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 542 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2020, an estimated $22K.
  • Valeo Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $22K in Q2 2020.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.