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

Cascade Financial Partners’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	$3M	Buy	40,368 +1	+0%	+$73	0.26%	69
2026 Q1	$2.67M	Buy	40,367 +6,930	+21%	+$468K	0.28%	68
2025 Q4	$2.2M	Sell	33,437 -18	-0.1%	-$1.2K	0.22%	75
2025 Q3	$2.25M	Sell	33,455 -190	-0.6%	-$12.4K	0.26%	76
2025 Q2	$2.09M	Buy	33,645 +8,600	+34%	+$500K	0.25%	78
2025 Q1	$1.42M	Sell	25,045 -2,976	-11%	-$172K	0.18%	89
2024 Q4	$1.64M	Buy	28,021 +976	+4%	+$59.6K	0.21%	74
2024 Q3	$1.65M	Hold	27,045	–	–	0.21%	73
2024 Q2	$1.57M	Hold	27,045	–	–	0.21%	74
2024 Q1	$1.52M	Buy	+27,045	New	+$1.5M	0.22%	71

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

Cascade Financial Partners's EWX Position: Q2 2026 in Review

Cascade Financial Partners increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0% in Q2 2026, buying an estimated $73 and bringing the position to 40,368 shares worth $3M. The position accounts for 0.26% of the portfolio, ranked #69.

Cascade Financial Partners first reported a position in EWX in Q1 2024 and has held it in 10 quarters since. 185 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Cascade Financial Partners held 40,368 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $3M as of Q2 2026.
Cascade Financial Partners bought 1 State Street SPDR S&P Emerging Markets Small Cap ETF share in Q2 2026, an estimated $73.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.26% of Cascade Financial Partners's portfolio in Q2 2026, its #69 holding.
Cascade Financial Partners first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.