IPWA
GWX icon

International Private Wealth Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

International Private Wealth Advisors’s Portfolio GWX Stock Details GWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$533K Buy
12,620
+432
+4% +$18.8K 0.33% 70
2025
Q4 		$498K Buy
12,188
+146
+1% +$5.87K 0.31% 69
2025
Q3 		$484K Buy
12,042
+501
+4% +$19.4K 0.3% 71
2025
Q2 		$429K Buy
11,541
+171
+2% +$5.86K 0.37% 73
2025
Q1 		$363K Buy
11,370
+974
+9% +$31.2K 0.35% 83
2024
Q4 		$322K Buy
+10,396
New +$336K 0.32% 88
2024
Q1 		– Sell
-54,637
Closed -$1.74M – 119
2023
Q4 		$1.74M Buy
+54,637
New +$1.6M 1.72% 13

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return