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Principal Securities’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Principal Securities’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 		$313K Sell
4,735
-12
-0.3% -$811 ﹤0.01% 1179
2025
Q4 		$312K Sell
4,747
-607
-11% -$40.3K ﹤0.01% 1130
2025
Q3 		$360K Sell
5,354
-117
-2% -$7.61K 0.01% 1043
2025
Q2 		$339K Buy
5,471
+136
+3% +$7.9K 0.01% 1017
2025
Q1 		$313K Hold
5,335
– – 0.01% 955
2024
Q4 		$313K Buy
5,335
+367
+7% +$22.4K 0.01% 951
2024
Q3 		$310K Buy
4,968
+103
+2% +$6K 0.01% 921
2024
Q2 		$282K Buy
4,865
+932
+24% +$53.4K 0.01% 908
2024
Q1 		$219K Buy
3,933
+1,827
+87% +$101K 0.01% 976
2023
Q4 		$119K Buy
+2,106
New +$114K ﹤0.01% 1133

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