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

WFG 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
2017 Q2	$378K	Buy	8,101 +1,049	+15%	+$48.4K	0.09%	245
2017 Q1	$320K	Buy	7,052 +2,084	+42%	+$90.5K	0.09%	246
2016 Q4	$197K	Buy	4,968 +3,070	+162%	+$128K	0.05%	390
2016 Q3	$82K	Buy	1,898 +1,368	+258%	+$57.3K	0.02%	577
2016 Q2	$21K	Buy	+530	New	+$20.4K	0.01%	901
2013 Q4	–	Sell	-55	Closed	-$3K	–	2244
2013 Q3	$3K	Hold	55	–	–	﹤0.01%	1837
2013 Q2	$2K	Buy	+55	New	+$2.62K	﹤0.01%	1843

Other funds holding EWX

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return

WFG Advisors's EWX Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 15% in Q2 2017, buying an estimated $48.4K and bringing the position to 8,101 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #245.

WFG Advisors first reported a position in EWX in Q2 2013 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold EWX as of Q2 2017.

WFG Advisors held 8,101 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $378K as of Q2 2017.
WFG Advisors bought 1,049 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2017, an estimated $48.4K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #245 holding.
WFG Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and has held it in 7 quarters since.
96 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.