WealthCare Investment Partners’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

WealthCare Investment Partners’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
2024 Q4	–	Sell	-3,438	Closed	-$223K	–	148
2024 Q3	$223K	Sell	3,438 -2,832	-45%	-$165K	0.1%	131
2024 Q2	$363K	Sell	6,270 -2,068	-25%	-$119K	0.17%	98
2024 Q1	$465K	Buy	8,338 +973	+13%	+$53.9K	0.22%	86
2023 Q4	$413K	Buy	7,365 +1,675	+29%	+$90.7K	0.23%	90
2023 Q3	$303K	Buy	+5,690	New	+$306K	0.18%	86

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EWM

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

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

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

WealthCare Investment Partners's EWX Position: Q4 2024 in Review

WealthCare Investment Partners sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2024, closing a stake of 3,438 shares — an estimated $223K sold.

WealthCare Investment Partners first reported a position in EWX in Q3 2023 and held it in 5 quarters. The position peaked at $465K in Q1 2024. 171 funds tracked by Wall St. Rank hold EWX as of Q4 2024.

WealthCare Investment Partners reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2024 after selling out during the quarter.
WealthCare Investment Partners sold 3,438 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2024, an estimated $223K.
WealthCare Investment Partners first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2023 and held it in 5 quarters.
WealthCare Investment Partners's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $465K in Q1 2024.
171 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2024.

Based on WealthCare Investment Partners's 13F filing for Q4 2024, filed 3 Feb 2025.