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

Transamerica Financial Advisors’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	$5.04M	Sell	67,847 -8,476	-11%	-$618K	0.43%	57
2026 Q1	$5.05M	Sell	76,323 -7,619	-9%	-$515K	0.43%	60
2025 Q4	$5.51M	Sell	83,942 -7,528	-8%	-$500K	0.46%	56
2025 Q3	$6.15M	Buy	91,470 +506	+0.6%	+$32.9K	0.51%	42
2025 Q2	$5.64M	Buy	90,964 +1,375	+2%	+$79.9K	0.53%	45
2025 Q1	$5.07M	Buy	89,589 +5,715	+7%	+$331K	0.52%	45
2024 Q4	$4.92M	Sell	83,874 -1,379	-2%	-$84.2K	0.49%	48
2024 Q3	$5.32M	Buy	85,253 +2,821	+3%	+$164K	0.52%	45
2024 Q2	$4.78M	Hold	82,432	–	–	0.51%	54
2024 Q1	$4.6M	Buy	82,432 +7,824	+10%	+$434K	0.47%	61
2023 Q4	$4.21M	Sell	74,608 -11,654	-14%	-$631K	0.58%	30
2023 Q3	$4.61M	Buy	86,262 +1,671	+2%	+$89.9K	0.62%	29
2023 Q2	$4.44M	Buy	84,591 +3,719	+5%	+$192K	0.58%	35
2023 Q1	$4.1M	Sell	80,872 -3,011	-4%	-$153K	0.54%	32
2022 Q4	$4.11M	Sell	83,883 -2,059	-2%	-$98.8K	0.58%	33
2022 Q3	$3.92M	Buy	85,942 +3,659	+4%	+$179K	0.58%	30
2022 Q2	$4M	Buy	82,283 +81,527	+10,784%	+$4.29M	0.57%	26
2022 Q1	$43K	Sell	756 -121	-14%	-$6.89K	1.53%	22
2021 Q4	$53K	Buy	877 +23	+3%	+$1.36K	1.43%	21
2021 Q3	$51K	Sell	854 -100	-10%	-$6K	1.43%	21
2021 Q2	$59K	Sell	954 -31	-3%	-$1.82K	1.44%	22
2021 Q1	$55K	Sell	985 -201	-17%	-$10.9K	1.34%	23
2020 Q4	$62K	Sell	1,186 -474	-29%	-$22.8K	1.28%	25
2020 Q3	$74K	Sell	1,660 -70,934	-98%	-$3.15M	1.34%	24
2020 Q2	$2.96M	Buy	72,594 +70,770	+3,880%	+$2.65M	0.65%	41
2020 Q1	$61K	Sell	1,824 -216	-11%	-$9.03K	1.09%	25
2019 Q4	$94K	Sell	2,040 -278	-12%	-$12.4K	1.3%	24
2019 Q3	$101K	Sell	2,318 -51,593	-96%	-$2.28M	1.28%	24
2019 Q2	$2.41M	Buy	53,911 +46,445	+622%	+$2.05M	0.52%	48
2019 Q1	$333K	Sell	7,466 -60,126	-89%	-$2.63M	1.96%	12
2018 Q4	$2.77M	Buy	67,592 +5,709	+9%	+$241K	0.71%	35
2018 Q3	$2.77M	Buy	61,883 +2,918	+5%	+$136K	0.59%	42
2018 Q2	$2.8M	Buy	58,965 +167	+0.3%	+$8.46K	0.62%	44
2018 Q1	$3.09M	Sell	58,798 -5,873	-9%	-$312K	0.46%	79
2017 Q4	$3.36M	Sell	64,671 -29,255	-31%	-$1.48M	0.45%	75
2017 Q3	$4.65M	Buy	93,926 +326	+0.3%	+$15.9K	0.58%	62
2017 Q2	$4.37M	Sell	93,600 -18,967	-17%	-$876K	0.59%	55
2017 Q1	$5.11M	Buy	112,567 +6,359	+6%	+$276K	0.61%	52
2016 Q4	$4.22M	Sell	106,208 -20,596	-16%	-$856K	0.5%	67
2016 Q3	$5.47M	Sell	126,804 -20,873	-14%	-$875K	0.59%	50
2016 Q2	$5.81M	Sell	147,677 -33,045	-18%	-$1.27M	0.59%	41
2016 Q1	$7.03M	Sell	180,722 -21,483	-11%	-$776K	0.59%	31
2015 Q4	$7.63M	Buy	202,205 +29,565	+17%	+$1.15M	0.56%	37
2015 Q3	$6.38M	Buy	172,640 +10,809	+7%	+$431K	0.51%	37
2015 Q2	$7.29M	Buy	161,831 +3,970	+3%	+$187K	0.52%	34
2015 Q1	$7.07M	Buy	157,861 +23,143	+17%	+$1.03M	0.49%	26
2014 Q4	$5.97M	Buy	134,718 +9,311	+7%	+$430K	0.47%	31
2014 Q3	$6.02M	Buy	125,407 +1,604	+1%	+$80.9K	0.54%	28
2014 Q2	$6.23M	Buy	123,803 +6,001	+5%	+$292K	0.54%	29
2014 Q1	$5.59M	Buy	117,802 +9,631	+9%	+$438K	0.56%	26
2013 Q4	$5.02M	Buy	108,171 +6,412	+6%	+$300K	0.55%	33
2013 Q3	$4.63M	Buy	101,759 +11,744	+13%	+$527K	0.6%	30
2013 Q2	$3.96M	Buy	+90,015	New	+$4.29M	0.65%	32

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

Transamerica Financial Advisors's EWX Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 11% in Q2 2026, selling an estimated $618K and leaving 67,847 shares worth $5.04M. The position accounts for 0.43% of the portfolio, ranked #57.

Transamerica Financial Advisors first reported a position in EWX in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.63M in Q4 2015. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Transamerica Financial Advisors held 67,847 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $5.04M as of Q2 2026.
Transamerica Financial Advisors sold 8,476 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $618K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.43% of Transamerica Financial Advisors's portfolio in Q2 2026, its #57 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and has held it in 53 quarters since.
Transamerica Financial Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $7.63M in Q4 2015.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.