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

BIP Wealth’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 Q1	$5.54M	Sell	83,823 -11,779	-12%	-$796K	0.23%	74
2025 Q4	$6.28M	Sell	95,602 -3,669	-4%	-$244K	0.22%	79
2025 Q3	$6.68M	Sell	99,271 -1,283	-1%	-$83.5K	0.33%	53
2025 Q2	$6.24M	Sell	100,554 -8,767	-8%	-$510K	0.38%	41
2025 Q1	$6.19M	Sell	109,321 -9,361	-8%	-$542K	0.4%	39
2024 Q4	$6.96M	Buy	118,682 +11,146	+10%	+$681K	0.47%	36
2024 Q3	$6.71M	Buy	107,536 +21,204	+25%	+$1.23M	0.46%	35
2024 Q2	$5M	Sell	86,332 -5,544	-6%	-$318K	0.41%	39
2024 Q1	$5.13M	Buy	91,876 +5,664	+7%	+$314K	0.37%	39
2023 Q4	$4.87M	Buy	86,212 +14,243	+20%	+$771K	0.38%	38
2023 Q3	$3.85M	Sell	71,969 -9,048	-11%	-$487K	0.35%	40
2023 Q2	$4.25M	Sell	81,017 -4,914	-6%	-$253K	0.35%	38
2023 Q1	$4.35M	Buy	+85,931	New	+$4.37M	0.48%	38

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

BIP Wealth's EWX Position: Q1 2026 in Review

BIP Wealth reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 12% in Q1 2026, selling an estimated $796K and leaving 83,823 shares worth $5.54M. The position accounts for 0.23% of the portfolio, ranked #74.

BIP Wealth first reported a position in EWX in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.96M in Q4 2024. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

BIP Wealth held 83,823 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $5.54M as of Q1 2026.
BIP Wealth sold 11,779 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $796K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.23% of BIP Wealth's portfolio in Q1 2026, its #74 holding.
BIP Wealth first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $6.96M in Q4 2024.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.