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

JFG Wealth Management’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
2025 Q3	$1.43M	Sell	21,226 -374	-2%	-$24.3K	0.28%	25
2025 Q2	$1.34M	Sell	21,600 -15,397	-42%	-$895K	0.28%	26
2025 Q1	$2.1M	Sell	36,997 -3,076	-8%	-$178K	0.48%	18
2024 Q4	$2.35M	Sell	40,073 -3,834	-9%	-$234K	0.54%	18
2024 Q3	$2.74M	Sell	43,907 -10,341	-19%	-$602K	0.75%	15
2024 Q2	$3.14M	Buy	54,248 +36,915	+213%	+$2.12M	0.89%	11
2024 Q1	$967K	Buy	17,333 +4,842	+39%	+$268K	0.26%	21
2023 Q4	$705K	Buy	+12,491	New	+$676K	0.2%	28
2022 Q4	–	Sell	-30,076	Closed	-$1.37M	–	38
2022 Q3	$1.37M	Buy	+30,076	New	+$1.47M	0.46%	23
2019 Q1	–	Sell	-5,861	Closed	-$240K	–	18
2018 Q4	$240K	Buy	+5,861	New	+$247K	0.22%	25

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JFG Wealth Management's EWX Position: Q3 2025 in Review

JFG Wealth Management reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 1.7% in Q3 2025, selling an estimated $24.3K and leaving 21,226 shares worth $1.43M. The position accounts for 0.28% of the portfolio, ranked #25.

JFG Wealth Management first reported a position in EWX in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.14M in Q2 2024. 168 funds tracked by Wall St. Rank hold EWX as of Q3 2025.

JFG Wealth Management held 21,226 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $1.43M as of Q3 2025.
JFG Wealth Management sold 374 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2025, an estimated $24.3K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.28% of JFG Wealth Management's portfolio in Q3 2025, its #25 holding.
JFG Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and has held it in 10 quarters since.
JFG Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $3.14M in Q2 2024.
168 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.