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

Integrated Wealth Concepts’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	$1.52M	Buy	20,499 +10,234	+100%	+$747K	0.01%	977
2026 Q1	$679K	Buy	10,265 +1,176	+13%	+$79.5K	0.01%	1353
2025 Q4	$597K	Sell	9,089 -906	-9%	-$60.2K	0.01%	1008
2025 Q3	$673K	Buy	+9,995	New	+$650K	0.01%	1194

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

Integrated Wealth Concepts's EWX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 100% in Q2 2026, buying an estimated $747K and bringing the position to 20,499 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #977.

Integrated Wealth Concepts first reported a position in EWX in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Integrated Wealth Concepts held 20,499 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $1.52M as of Q2 2026.
Integrated Wealth Concepts bought 10,234 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $747K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #977 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.