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

CarsonAllaria 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 Q1	$2.11M	Buy	31,869 +561	+2%	+$37.9K	1.04%	21
2025 Q4	$2.06M	Buy	31,308 +374	+1%	+$24.8K	1.02%	22
2025 Q3	$2.08M	Sell	30,934 -735	-2%	-$47.8K	1.08%	22
2025 Q2	$1.96M	Sell	31,669 -3,621	-10%	-$210K	1.05%	22
2025 Q1	$2M	Sell	35,290 -387	-1%	-$22.4K	1.16%	21
2024 Q4	$2.09M	Sell	35,677 -28	-0.1%	-$1.71K	1.2%	20
2024 Q3	$2.23M	Sell	35,705 -2,174	-6%	-$127K	1.28%	20
2024 Q2	$2.19M	Sell	37,879 -585	-2%	-$33.5K	1.34%	21
2024 Q1	$2.15M	Buy	38,464 +538	+1%	+$29.8K	1.35%	20
2023 Q4	$2.14M	Sell	37,926 -106	-0.3%	-$5.74K	1.53%	17
2023 Q3	$2.03M	Sell	38,032 -100	-0.3%	-$5.38K	1.65%	16
2023 Q2	$2M	Buy	38,132 +566	+2%	+$29.2K	1.58%	17
2023 Q1	$1.9M	Sell	37,566 -2,580	-6%	-$131K	1.6%	17
2022 Q4	$1.97M	Sell	40,146 -246	-0.6%	-$11.8K	1.72%	17
2022 Q3	$1.84M	Sell	40,392 -703	-2%	-$34.4K	1.71%	17
2022 Q2	$2M	Buy	41,095 +475	+1%	+$25K	1.87%	17
2022 Q1	$2.3M	Sell	40,620 -2,163	-5%	-$123K	2.06%	16
2021 Q4	$2.54M	Buy	+42,783	New	+$2.54M	2.24%	16

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

CarsonAllaria Wealth Management's EWX Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 1.8% in Q1 2026, buying an estimated $37.9K and bringing the position to 31,869 shares worth $2.11M. The position accounts for 1.04% of the portfolio, ranked #21.

CarsonAllaria Wealth Management first reported a position in EWX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.54M in Q4 2021. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

CarsonAllaria Wealth Management held 31,869 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $2.11M as of Q1 2026.
CarsonAllaria Wealth Management bought 561 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $37.9K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 1.04% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #21 holding.
CarsonAllaria Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
CarsonAllaria Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.54M in Q4 2021.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.