Independent Advisor Alliance’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Independent Advisor Alliance’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	-8,500	Closed	-$562K	–	1204
2026 Q1	$562K	Buy	+8,500	New	+$574K	0.01%	1066
2025 Q1	–	Sell	-7,571	Closed	-$444K	–	954
2024 Q4	$444K	Buy	+7,571	New	+$462K	0.01%	995

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

Independent Advisor Alliance's EWX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2026, closing a stake of 8,500 shares — an estimated $562K sold.

Independent Advisor Alliance first reported a position in EWX in Q4 2024 and held it in 2 quarters. The position peaked at $562K in Q1 2026. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 8,500 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $562K.
Independent Advisor Alliance first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $562K in Q1 2026.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.