CFP
EWX icon

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
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

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