Perigon Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Perigon Wealth Management’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	$642K	Sell	8,644 -258	-3%	-$18.8K	0.01%	765
2026 Q1	$589K	Buy	8,902 +27	+0.3%	+$1.82K	0.01%	729
2025 Q4	$583K	Buy	8,875 +556	+7%	+$36.9K	0.01%	722
2025 Q3	$560K	Sell	8,319 -2	-0%	-$130	0.01%	695
2025 Q2	$516K	Buy	8,321 +374	+5%	+$21.7K	0.01%	662
2025 Q1	$450K	Buy	7,947 +1,338	+20%	+$77.5K	0.01%	668
2024 Q4	$375K	Buy	6,609 +3,063	+86%	+$187K	0.01%	735
2024 Q3	$221K	Buy	+3,546	New	+$207K	0.01%	903

Other funds holding EWX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Perigon Wealth Management's EWX Position: Q2 2026 in Review

Perigon Wealth Management reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 2.9% in Q2 2026, selling an estimated $18.8K and leaving 8,644 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #765.

Perigon Wealth Management first reported a position in EWX in Q3 2024 and has held it in 8 quarters since. 183 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Perigon Wealth Management held 8,644 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $642K as of Q2 2026.
Perigon Wealth Management sold 258 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $18.8K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #765 holding.
Perigon Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2024 and has held it in 8 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.