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SPDR S&P Emerging Markets Small Cap shares owned by Montis Financial

Quarter-by-quarter ownership of SPDR S&P Emerging Markets Small Cap (EWX) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in SPDR S&P Emerging Markets Small Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Emerging Markets Small Cap held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Emerging Markets Small Cap by Montis Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $227k 4.1k 55.80
2023-12-31 $229k 4.1k 56.46
2021-03-31 $246k 4.4k 55.66
2020-12-31 $229k 4.4k 51.81

More positions owned by Montis Financial

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Novo-nordisk A S Adr (NVO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Ig Floating Rate (FLTR)

View all positions for Montis Financial

Top funds holding SPDR S&P Emerging Markets Small Cap

Creative Planning
New York Life Investment Management
Bank of America Corporation
Waddell & Associates
Affinity Wealth Management
Mariner Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
N.E.W. Advisory Services
Victory Capital Management
Wells Fargo & Company
Great Point Wealth Advisors
Venturi Wealth Management
Pure Financial Advisors
BIP Wealth
We Are One Seven

View all funds holding SPDR S&P Emerging Markets Small Cap