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

CoreCap 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	$36.3K	Hold	489	–	–	﹤0.01%	1552
2026 Q1	$32.3K	Sell	489 -10	-2%	-$676	﹤0.01%	1490
2025 Q4	$32.8K	Sell	499 -17	-3%	-$1.13K	﹤0.01%	1492
2025 Q3	$34.7K	Sell	516 -33	-6%	-$2.15K	﹤0.01%	1460
2025 Q2	$34.1K	Hold	549	–	–	﹤0.01%	1406
2025 Q1	$31.1K	Buy	549 +56	+11%	+$3.24K	﹤0.01%	1368
2024 Q4	$28.9K	Sell	493 -17	-3%	-$1.04K	﹤0.01%	1406
2024 Q3	$31.8K	Sell	510 -98	-16%	-$5.71K	﹤0.01%	1372
2024 Q2	$35.2K	Sell	608 -40	-6%	-$2.29K	﹤0.01%	753
2024 Q1	$36.2K	Buy	+648	New	+$35.9K	﹤0.01%	1242
2022 Q4	$119K	Buy	+2,437	New	+$117K	0.01%	670
2022 Q3	–	Sell	-611	Closed	-$30K	–	1009
2022 Q2	$30K	Buy	+611	New	+$32.1K	﹤0.01%	1104
2022 Q1	–	Sell	-613	Closed	-$36K	–	1015
2021 Q4	$36K	Buy	+613	New	+$36.4K	﹤0.01%	1109

Other funds holding EWX

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

Welch Financial Planning Boulder, Colorado $172M AUM

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return