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

Beaird Harris Wealth Management’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
2026 Q2	–	Sell	-801	Closed	-$53K	–	722
2026 Q1	$53K	Hold	801	–	–	﹤0.01%	236
2025 Q4	$52.6K	Hold	801	–	–	﹤0.01%	249
2025 Q3	$53.9K	Hold	801	–	–	﹤0.01%	242
2025 Q2	$49.7K	Sell	801 -201	-20%	-$11.7K	﹤0.01%	244
2025 Q1	$56.7K	Hold	1,002	–	–	﹤0.01%	210
2024 Q4	$58.7K	Buy	1,002 +14	+1%	+$855	0.01%	211
2024 Q3	$61.6K	Sell	988 -108	-10%	-$6.29K	0.01%	215
2024 Q2	$63.5K	Sell	1,096 -236	-18%	-$13.5K	0.01%	199
2024 Q1	$74.3K	Buy	1,332 +136	+11%	+$7.54K	0.01%	174
2023 Q4	$67.5K	Buy	1,196 +13	+1%	+$704	0.01%	170
2023 Q3	$63.3K	Buy	+1,183	New	+$63.6K	0.01%	155

Other funds holding EWX

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $172M AUM

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return