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Focus Partners Advisor Solutions’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Focus Partners Advisor Solutions’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 		$3.1M Buy
46,831
+16,712
+55% +$1.13M 0.03% 263
2025
Q4 		$1.98M Buy
+30,119
New +$2M 0.02% 313
2025
Q3 		– Sell
-3,252
Closed -$202K – 1188
2025
Q2 		$202K Buy
+3,252
New +$189K ﹤0.01% 1028
2024
Q4 		– Sell
-3,266
Closed -$204K – 804
2024
Q3 		$204K Sell
3,266
-204
-6% -$11.9K ﹤0.01% 716
2024
Q2 		$201K Buy
+3,470
New +$199K 0.01% 609
2023
Q1 		– Sell
-6,071
Closed -$297K – 370
2022
Q4 		$297K Buy
+6,071
New +$291K 0.02% 268

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return