AE Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.82M	Buy	42,603 +10,972	+35%	+$742K	0.02%	547
2025 Q4	$2.08M	Buy	31,631 +10,326	+48%	+$686K	0.01%	592
2025 Q3	$1.43M	Buy	21,305 +3,030	+17%	+$197K	0.01%	656
2025 Q2	$1.13M	Buy	18,275 +2,386	+15%	+$139K	0.01%	693
2025 Q1	$900K	Sell	15,889 -4,032	-20%	-$233K	0.01%	733
2024 Q4	$1.17M	Sell	19,921 -1,205	-6%	-$73.6K	0.01%	670
2024 Q3	$1.32M	Sell	21,126 -2,849	-12%	-$166K	0.01%	641
2024 Q2	$1.39M	Buy	23,975 +1,504	+7%	+$86.2K	0.01%	623
2024 Q1	$1.25M	Sell	22,471 -9,131	-29%	-$506K	0.01%	607
2023 Q4	$1.74M	Buy	31,602 +11,684	+59%	+$633K	0.01%	950
2023 Q3	$1.07M	Buy	19,918 +3,771	+23%	+$203K	0.01%	1071
2023 Q2	$848K	Buy	16,147 +2,926	+22%	+$151K	0.01%	1154
2023 Q1	$670K	Buy	13,221 +504	+4%	+$25.6K	﹤0.01%	1213
2022 Q4	$622K	Sell	12,717 -1,546	-11%	-$74.1K	﹤0.01%	1189
2022 Q3	$650K	Sell	14,263 -7,123	-33%	-$348K	0.01%	1111
2022 Q2	$1.04M	Sell	21,386 -759	-3%	-$39.9K	0.01%	875
2022 Q1	$1.25M	Sell	22,145 -2,913	-12%	-$166K	0.01%	848
2021 Q4	$1.49M	Buy	25,058 +336	+1%	+$19.9K	0.01%	794
2021 Q3	$1.45M	Buy	24,722 +3,028	+14%	+$182K	0.01%	756
2021 Q2	$1.33M	Buy	21,694 +1,596	+8%	+$93.5K	0.01%	745
2021 Q1	$1.11M	Buy	20,098 +8,183	+69%	+$442K	0.01%	736
2020 Q4	$615K	Buy	11,915 +693	+6%	+$33.3K	0.01%	886
2020 Q3	$498K	Buy	+11,222	New	+$498K	0.01%	884
2020 Q2	–	Sell	-7,936	Closed	-$263K	–	1282
2020 Q1	$263K	Buy	7,936 +1,827	+30%	+$76.4K	0.01%	920
2019 Q4	$281K	Buy	+6,109	New	+$273K	0.01%	924