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

Wipfli 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
Q3 		$1K Buy
+28
New +$1.37K ﹤0.01% 2411

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wipfli Financial Advisors's EWX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2022: 28 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2411 among its holdings.

122 funds tracked by Wall St. Rank hold EWX as of Q3 2022.

  • Wipfli Financial Advisors held 28 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $1K as of Q3 2022.
  • State Street SPDR S&P Emerging Markets Small Cap ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2411 holding.
  • 122 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.