MFG
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Merit Financial Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Merit Financial 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
Q1 		$2.19M Sell
33,124
-3,009
-8% -$203K 0.02% 640
2025
Q4 		$2.37M Sell
36,133
-2,887
-7% -$192K 0.02% 577
2025
Q3 		$2.63M Sell
39,020
-10,242
-21% -$666K 0.02% 476
2025
Q2 		$3.06M Sell
49,262
-3,383
-6% -$197K 0.03% 397
2025
Q1 		$2.98M Sell
52,645
-22,558
-30% -$1.31M 0.04% 326
2024
Q4 		$4.41M Buy
75,203
+4,465
+6% +$273K 0.08% 210
2024
Q3 		$4.41M Buy
70,738
+49,860
+239% +$2.9M 0.1% 161
2024
Q2 		$1.21M Buy
20,878
+4,755
+29% +$273K 0.03% 363
2024
Q1 		$938K Buy
16,123
+2,064
+15% +$114K 0.02% 416
2023
Q4 		$794K Buy
+14,059
New +$761K 0.02% 373

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Victory Capital Management
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