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

Mustico 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	$2.4M	Sell	33,415 -20	-0.1%	-$1.35K	1.68%	11
2025 Q4	$2.24M	Buy	33,435 +1,982	+6%	+$132K	1.73%	12
2025 Q3	$1.95M	Buy	31,453 +884	+3%	+$57.5K	1.98%	10
2025 Q2	$1.94M	Buy	+30,569	New	+$1.78M	1.79%	10

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mustico Financial Group's EWX Position: Q1 2026 in Review

Mustico Financial Group reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0.06% in Q1 2026, selling an estimated $1.35K and leaving 33,415 shares worth $2.4M. The position accounts for 1.68% of the portfolio, ranked #11.

Mustico Financial Group first reported a position in EWX in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Mustico Financial Group held 33,415 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $2.4M as of Q1 2026.
Mustico Financial Group sold 20 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $1.35K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 1.68% of Mustico Financial Group's portfolio in Q1 2026, its #11 holding.
Mustico Financial Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Mustico Financial Group's 13F filing for Q1 2026, filed 15 May 2026.