Heartwood Wealth Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
Other funds holding EWX
EWM
OMC
AC
Heartwood Wealth Advisors's EWX Position: Q2 2026 in Review
Heartwood Wealth Advisors increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 13% in Q2 2026, buying an estimated $110K and bringing the position to 13,130 shares worth $976K. The position accounts for 0.08% of the portfolio, ranked #108.
Heartwood Wealth Advisors first reported a position in EWX in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold EWX as of Q2 2026.
- Heartwood Wealth Advisors held 13,130 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $976K as of Q2 2026.
- Heartwood Wealth Advisors bought 1,514 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $110K.
- State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.08% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #108 holding.
- Heartwood Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
- 183 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.
Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.