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EP Wealth Advisors’s SPDR S&P International Small Cap ETF GWX Stock Holding History

EP Wealth Advisors’s Portfolio GWX Stock Details GWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,113
Closed -$387K – 1445
2025
Q1 		$387K Hold
12,113
– – ﹤0.01% 800
2024
Q4 		$375K Hold
12,113
– – ﹤0.01% 780
2024
Q3 		$413K Buy
+12,113
New +$413K ﹤0.01% 749