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

Forefront Wealth Partners’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	–	Sell	-4,013	Closed	-$263K	–	165
2025 Q4	$263K	Sell	4,013 -3,039	-43%	-$202K	0.12%	119
2025 Q3	$475K	Buy	+7,052	New	+$459K	0.12%	127
2025 Q2	–	Sell	-4,180	Closed	-$237K	–	107
2025 Q1	$237K	Buy	+4,180	New	+$242K	0.16%	111

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $178B AUM 37.23% 1-Year Est. Return

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

Forefront Wealth Partners's EWX Position: Q1 2026 in Review

Forefront Wealth Partners sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2026, closing a stake of 4,013 shares — an estimated $263K sold.

Forefront Wealth Partners first reported a position in EWX in Q1 2025 and held it in 3 quarters. The position peaked at $475K in Q3 2025. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Forefront Wealth Partners reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Forefront Wealth Partners sold 4,013 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $263K.
Forefront Wealth Partners first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2025 and held it in 3 quarters.
Forefront Wealth Partners's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $475K in Q3 2025.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.