O'Shaughnessy Asset Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

O'Shaughnessy Asset 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
2026 Q2	$170K	Sell	2,289 -129	-5%	-$9.41K	﹤0.01%	2066
2026 Q1	$160K	Sell	2,418 -69	-3%	-$4.66K	﹤0.01%	2041
2025 Q4	$163K	Buy	2,487 +340	+16%	+$22.6K	﹤0.01%	2027
2025 Q3	$144K	Hold	2,147	–	–	﹤0.01%	2025
2025 Q2	$133K	Hold	2,147	–	–	﹤0.01%	1906
2025 Q1	$122K	Hold	2,147	–	–	﹤0.01%	1865
2024 Q4	$126K	Hold	2,147	–	–	﹤0.01%	1831
2024 Q3	$131K	Hold	2,147	–	–	﹤0.01%	1756
2024 Q2	$124K	Hold	2,147	–	–	﹤0.01%	1619
2024 Q1	$120K	Hold	2,147	–	–	﹤0.01%	1577
2023 Q4	$121K	Buy	+2,147	New	+$116K	﹤0.01%	1472

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

O'Shaughnessy Asset Management's EWX Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 5.3% in Q2 2026, selling an estimated $9.41K and leaving 2,289 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

O'Shaughnessy Asset Management first reported a position in EWX in Q4 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

O'Shaughnessy Asset Management held 2,289 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $170K as of Q2 2026.
O'Shaughnessy Asset Management sold 129 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $9.41K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2066 holding.
O'Shaughnessy Asset Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.