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

Falcon Wealth Planning’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	$228K	Hold	3,071	–	–	0.01%	229
2026 Q1	$203K	Hold	3,071	–	–	0.01%	227
2025 Q4	$202K	Sell	3,071 -124	-4%	-$8.23K	0.02%	209
2025 Q3	$215K	Buy	+3,195	New	+$208K	0.02%	178
2025 Q1	–	Sell	-3,612	Closed	-$212K	–	166
2024 Q4	$212K	Hold	3,612	–	–	0.02%	153
2024 Q3	$225K	Sell	3,612 -166	-4%	-$9.67K	0.03%	139
2024 Q2	$219K	Sell	3,778 -249	-6%	-$14.3K	0.03%	130
2024 Q1	$225K	Sell	4,027 -212	-5%	-$11.7K	0.04%	127
2023 Q4	$239K	Hold	4,239	–	–	0.04%	120
2023 Q3	$227K	Hold	4,239	–	–	0.05%	103
2023 Q2	$223K	Sell	4,239 -154	-4%	-$7.94K	0.05%	100
2023 Q1	$223K	Sell	4,393 -362	-8%	-$18.4K	0.06%	91
2022 Q4	$233K	Sell	4,755 -277	-6%	-$13.3K	0.07%	84
2022 Q3	$229K	Sell	5,032 -2,169	-30%	-$106K	0.08%	80
2022 Q2	$350K	Buy	7,201 +1,635	+29%	+$86K	0.12%	62
2022 Q1	$315K	Sell	5,566 -815	-13%	-$46.4K	0.1%	58
2021 Q4	$378K	Buy	6,381 +6	+0.1%	+$356	0.12%	54
2021 Q3	$374K	Sell	6,375 -238	-4%	-$14.3K	0.14%	49
2021 Q2	$406K	Sell	6,613 -33	-0.5%	-$1.93K	0.17%	44
2021 Q1	$368K	Sell	6,646 -167	-2%	-$9.02K	0.18%	43
2020 Q4	$352K	Buy	+6,813	New	+$327K	0.2%	41

Other funds holding EWX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Falcon Wealth Planning's EWX Position: Q2 2026 in Review

Falcon Wealth Planning held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q2 2026 at 3,071 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #229.

Falcon Wealth Planning first reported a position in EWX in Q4 2020 and has held it in 21 quarters since. The position peaked at $406K in Q2 2021. 185 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Falcon Wealth Planning held 3,071 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $228K as of Q2 2026.
Falcon Wealth Planning left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #229 holding.
Falcon Wealth Planning first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2020 and has held it in 21 quarters since.
Falcon Wealth Planning's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $406K in Q2 2021.
185 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.