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

Valtinson Bruner 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 Q2	–	Sell	-6,913	Closed	-$393K	–	90
2021 Q1	$393K	Buy	6,913 +32	+0.5%	+$1.73K	0.23%	59
2020 Q4	$361K	Buy	6,881 +493	+8%	+$23.7K	0.23%	57
2020 Q3	$282K	Buy	6,388 +118	+2%	+$5.24K	0.2%	61
2020 Q2	$280K	Sell	6,270 -4,889	-44%	-$183K	0.2%	64
2020 Q1	$404K	Sell	11,159 -95	-0.8%	-$3.97K	0.33%	47
2019 Q4	$516K	Buy	11,254 +2,878	+34%	+$129K	0.37%	41
2019 Q3	$369K	Buy	+8,376	New	+$370K	0.3%	44

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Valtinson Bruner Financial Planning's EWX Position: Q2 2021 in Review

Valtinson Bruner Financial Planning sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2021, closing a stake of 6,913 shares — an estimated $393K sold.

Valtinson Bruner Financial Planning first reported a position in EWX in Q3 2019 and held it in 7 quarters. The position peaked at $516K in Q4 2019. 118 funds tracked by Wall St. Rank hold EWX as of Q2 2021.

Valtinson Bruner Financial Planning reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2021 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 6,913 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2021, an estimated $393K.
Valtinson Bruner Financial Planning first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2019 and held it in 7 quarters.
Valtinson Bruner Financial Planning's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $516K in Q4 2019.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2021.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2021, filed 28 Jul 2021.