Kohmann Bosshard Financial Services’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Kohmann Bosshard Financial Services’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	–	Sell	-1,825	Closed	-$120K	–	337
2025 Q4	$120K	Buy	+1,825	New	+$121K	0.01%	368
2025 Q1	–	Sell	-2,324	Closed	-$136K	–	443
2024 Q4	$136K	Buy	+2,324	New	+$142K	0.02%	218
2022 Q4	–	Sell	-4,709	Closed	-$215K	–	158
2022 Q3	$215K	Sell	4,709 -4,466	-49%	-$218K	0.05%	121
2022 Q2	$446K	Sell	9,175 -66,419	-88%	-$3.49M	0.1%	80
2022 Q1	$4.28M	Sell	75,594 -8,346	-10%	-$476K	0.84%	28
2021 Q4	$5.06M	Buy	83,940 +6,314	+8%	+$375K	1.01%	23
2021 Q3	$4.55M	Buy	77,626 +8,518	+12%	+$511K	1%	23
2021 Q2	$4.24M	Buy	69,108 +10,350	+18%	+$606K	0.97%	22
2021 Q1	$3.25M	Buy	58,758 +13,510	+30%	+$730K	0.87%	24
2020 Q4	$2.36M	Sell	45,248 -738	-2%	-$35.4K	0.73%	28
2020 Q3	$2.04M	Sell	45,986 -5,957	-11%	-$265K	0.74%	28
2020 Q2	$2.12M	Sell	51,943 -14,287	-22%	-$535K	0.79%	25
2020 Q1	$2.19M	Sell	66,230 -9,431	-12%	-$394K	0.96%	25
2019 Q4	$3.48M	Buy	75,661 +2,036	+3%	+$91K	1.28%	20
2019 Q3	$3.2M	Buy	73,625 +7,948	+12%	+$351K	1.26%	21
2019 Q2	$2.94M	Buy	65,677 +8,069	+14%	+$356K	1.23%	22
2019 Q1	$2.57M	Buy	57,608 +1,969	+4%	+$86K	1.21%	23
2018 Q4	$2.28M	Sell	55,639 -12,399	-18%	-$523K	1.24%	23
2018 Q3	$3.05M	Buy	68,038 +8,463	+14%	+$394K	1.5%	20
2018 Q2	$2.83M	Buy	59,575 +4,934	+9%	+$250K	1.6%	19
2018 Q1	$2.87M	Buy	54,641 +5,015	+10%	+$266K	1.71%	19
2017 Q4	$2.58M	Buy	49,626 +2,577	+5%	+$130K	1.66%	17
2017 Q3	$2.33M	Buy	+47,049	New	+$2.29M	1.64%	17
2017 Q1	$1.84M	Buy	40,509 +1,046	+3%	+$45.4K	1.56%	18
2016 Q4	$1.67M	Buy	+39,463	New	+$1.64M	1.56%	18

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Kohmann Bosshard Financial Services's EWX Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2026, closing a stake of 1,825 shares — an estimated $120K sold.

Kohmann Bosshard Financial Services first reported a position in EWX in Q4 2016 and held it in 25 quarters. The position peaked at $5.06M in Q4 2021. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 1,825 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $120K.
Kohmann Bosshard Financial Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2016 and held it in 25 quarters.
Kohmann Bosshard Financial Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5.06M in Q4 2021.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.