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

EverSource Wealth Advisors’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
-43
Closed -$2.84K – 4446
2026
Q1 		$2.84K Buy
+43
New +$2.91K ﹤0.01% 3510

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EverSource Wealth Advisors's EWX Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2026, closing a stake of 43 shares — an estimated $2.84K sold.

EverSource Wealth Advisors first reported a position in EWX in Q1 2026 and held it in 1 quarter. The position peaked at $2.84K in Q1 2026. 186 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 43 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $2.84K.
  • EverSource Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2026 and held it in 1 quarter.
  • EverSource Wealth Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.84K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.