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

Life Planning 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	$446K	Hold	6,000	–	–	0.33%	47
2026 Q1	$397K	Hold	6,000	–	–	0.3%	47
2025 Q4	$394K	Hold	6,000	–	–	0.3%	49
2025 Q3	$404K	Hold	6,000	–	–	0.29%	50
2025 Q2	$372K	Hold	6,000	–	–	0.3%	49
2025 Q1	$340K	Hold	6,000	–	–	0.31%	46
2024 Q4	$352K	Hold	6,000	–	–	0.33%	45
2024 Q3	$374K	Hold	6,000	–	–	0.33%	44
2024 Q2	$348K	Hold	6,000	–	–	0.32%	47
2024 Q1	$335K	Hold	6,000	–	–	0.33%	47
2023 Q4	$339K	Buy	+6,000	New	+$325K	0.33%	49
2022 Q3	$273K	Hold	6,000	–	–	0.31%	43
2022 Q2	$292K	Hold	6,000	–	–	0.33%	40
2022 Q1	$340K	Hold	6,000	–	–	0.35%	41
2021 Q4	$356K	Buy	+6,000	New	+$356K	0.36%	39

Other funds holding EWX

EWM

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

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $128M AUM

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

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Life Planning Partners's EWX Position: Q2 2026 in Review

Life Planning Partners held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q2 2026 at 6,000 shares worth $446K. The position accounts for 0.33% of the portfolio, ranked #47.

Life Planning Partners first reported a position in EWX in Q4 2021 and has held it in 15 quarters since. 84 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Life Planning Partners held 6,000 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $446K as of Q2 2026.
Life Planning Partners left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.33% of Life Planning Partners's portfolio in Q2 2026, its #47 holding.
Life Planning Partners first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and has held it in 15 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.