4Thought Financial Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

4Thought 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 Q2	$63.1K	Sell	849 -13	-2%	-$948	0.03%	65
2026 Q1	$57K	Buy	862 +45	+6%	+$3.04K	0.03%	68
2025 Q4	$53.7K	Buy	817 +297	+57%	+$19.7K	0.03%	58
2025 Q3	$35K	Hold	520	–	–	0.02%	60
2025 Q2	$32.3K	Buy	520 +10	+2%	+$581	0.02%	60
2025 Q1	$28.9K	Buy	510 +57	+13%	+$3.3K	0.02%	59
2024 Q4	$26.5K	Buy	453 +10	+2%	+$611	0.02%	59
2024 Q3	$27.6K	Sell	443 -4	-0.9%	-$233	0.02%	63
2024 Q2	$25.9K	Sell	447 -1	-0.2%	-$57	0.02%	66
2024 Q1	$25K	Buy	448 +7	+2%	+$388	0.02%	66
2023 Q4	$24.9K	Sell	441 -1	-0.2%	-$54	0.02%	68
2023 Q3	$23.6K	Buy	442 +2	+0.5%	+$108	0.02%	61
2023 Q2	$23.1K	Sell	440 -36	-8%	-$1.86K	0.02%	61
2023 Q1	$24.1K	Buy	476 +17	+4%	+$864	0.02%	62
2022 Q4	$22K	Sell	459 -125	-21%	-$6K	0.02%	63
2022 Q3	$27K	Sell	584 -7	-1%	-$342	0.03%	61
2022 Q2	$29K	Buy	591 +26	+5%	+$1.37K	0.03%	63
2022 Q1	$32K	Sell	565 -85	-13%	-$4.84K	0.03%	61
2021 Q4	$39K	Buy	650 +12	+2%	+$712	0.03%	59
2021 Q3	$37K	Sell	638 -27	-4%	-$1.62K	0.03%	60
2021 Q2	$41K	Sell	665 -409	-38%	-$24K	0.04%	59
2021 Q1	$59K	Buy	+1,074	New	+$58K	0.06%	59

Other funds holding EWX

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $482M AUM 41.92% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

4Thought Financial Group's EWX Position: Q2 2026 in Review

4Thought Financial Group reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 1.5% in Q2 2026, selling an estimated $948 and leaving 849 shares worth $63.1K. The position accounts for 0.03% of the portfolio, ranked #65.

4Thought Financial Group first reported a position in EWX in Q1 2021 and has held it in 22 quarters since. 76 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

4Thought Financial Group held 849 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $63.1K as of Q2 2026.
4Thought Financial Group sold 13 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $948.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.03% of 4Thought Financial Group's portfolio in Q2 2026, its #65 holding.
4Thought Financial Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2021 and has held it in 22 quarters since.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.