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
Search
Sign in
Sign up
OSAM
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$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
Sign up
Sign in
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
Theme
Close