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IAG
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$147B AUM
18.73%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
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
$156B AUM
27.51%
1-Year Est. Return
AC
Apella Capital
West Hartford, Connecticut
$7.08B AUM
17.38%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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