Investment Advisory Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Investment Advisory Group’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	$228K	Sell	3,069 -13	-0.4%	-$948	0.05%	198
2026 Q1	$204K	Buy	3,082 +36	+1%	+$2.43K	0.05%	189
2025 Q4	$200K	Sell	3,046 -95	-3%	-$6.31K	0.05%	193
2025 Q3	$211K	Sell	3,141 -90	-3%	-$5.86K	0.06%	182
2025 Q2	$200K	Buy	+3,231	New	+$188K	0.06%	172
2025 Q1	–	Sell	-4,505	Closed	-$264K	–	170
2024 Q4	$264K	Sell	4,505 -208	-4%	-$12.7K	0.09%	138
2024 Q3	$294K	Sell	4,713 -129	-3%	-$7.51K	0.1%	131
2024 Q2	$280K	Sell	4,842 -27	-0.6%	-$1.55K	0.11%	127
2024 Q1	$272K	Buy	+4,869	New	+$270K	0.11%	126
2023 Q3	–	Sell	-3,921	Closed	-$206K	–	148
2023 Q2	$206K	Buy	+3,921	New	+$202K	0.11%	135
2022 Q3	–	Sell	-4,825	Closed	-$233K	–	127
2022 Q2	$233K	Sell	4,825 -304	-6%	-$16K	0.16%	108
2022 Q1	$289K	Hold	5,129	–	–	0.18%	98
2021 Q4	$298K	Buy	+5,129	New	+$305K	0.19%	93

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

Investment Advisory Group's EWX Position: Q2 2026 in Review

Investment Advisory Group reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0.42% in Q2 2026, selling an estimated $948 and leaving 3,069 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #198.

Investment Advisory Group first reported a position in EWX in Q4 2021 and has held it in 13 quarters since. The position peaked at $298K in Q4 2021. 185 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Investment Advisory Group held 3,069 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $228K as of Q2 2026.
Investment Advisory Group sold 13 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $948.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #198 holding.
Investment Advisory Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and has held it in 13 quarters since.
Investment Advisory Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $298K in Q4 2021.
185 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.