Aegis Wealth Management (Iowa)’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$319K	Buy	+7,285	New	+$330K	0.21%	85

Other funds holding GWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s GWX Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026: 7,285 shares worth $319K. The stake represents 0.21% of the portfolio and ranks #85 among its holdings.

264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Aegis Wealth Management (Iowa) held 7,285 shares of State Street SPDR S&P International Small Cap ETF worth $319K as of Q2 2026.
State Street SPDR S&P International Small Cap ETF was a new Aegis Wealth Management (Iowa) position in Q2 2026.
State Street SPDR S&P International Small Cap ETF made up 0.21% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #85 holding.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.