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

Rockingstone 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 Q3	$708K	Hold	9,954	–	–	0.28%	72
2026 Q2	$740K	Hold	9,954	–	–	0.3%	71
2026 Q1	$658K	Sell	9,954 -510	-5%	-$34.5K	0.3%	76
2025 Q4	$687K	Buy	10,464 +380	+4%	+$25.2K	0.31%	73
2025 Q3	$679K	Hold	10,084	–	–	0.33%	72
2025 Q2	$626K	Sell	10,084 -112	-1%	-$6.51K	0.33%	74
2025 Q1	$577K	Sell	10,196 -480	-4%	-$27.8K	0.26%	77
2024 Q4	$626K	Sell	10,676 -8,940	-46%	-$546K	0.28%	76
2024 Q3	$1.22M	Sell	19,616 -3,759	-16%	-$219K	0.6%	51
2024 Q2	$1.35M	Sell	23,375 -1,185	-5%	-$67.9K	0.69%	47
2024 Q1	$1.37M	Sell	24,560 -1,565	-6%	-$86.7K	0.71%	52
2023 Q4	$1.48M	Sell	26,125 -570	-2%	-$30.9K	0.83%	47
2023 Q3	$1.43M	Sell	26,695 -125	-0.5%	-$6.72K	0.79%	47
2023 Q2	$1.41M	Sell	26,820 -690	-3%	-$35.6K	0.79%	48
2023 Q1	$1.39M	Buy	27,510 +2,953	+12%	+$150K	0.85%	48
2022 Q4	$1.2M	Buy	+24,557	New	+$1.18M	0.9%	51

Other funds holding EWX

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $178M AUM 17.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Rockingstone Advisors's EWX Position: Q3 2026 in Review

Rockingstone Advisors held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q3 2026 at 9,954 shares worth $708K. The position accounts for 0.28% of the portfolio, ranked #72.

Rockingstone Advisors first reported a position in EWX in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.48M in Q4 2023. 167 funds tracked by Wall St. Rank hold EWX as of Q3 2026.

Rockingstone Advisors held 9,954 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $708K as of Q3 2026.
Rockingstone Advisors left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.28% of Rockingstone Advisors's portfolio in Q3 2026, its #72 holding.
Rockingstone Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2022 and has held it in 16 quarters since.
Rockingstone Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.48M in Q4 2023.
167 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.