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 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

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

WFP

Welch Financial Planning Boulder, Colorado $172M 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

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

Rockingstone Advisors's EWX Position: Q2 2026 in Review

Rockingstone Advisors held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q2 2026 at 9,954 shares worth $740K. The position accounts for 0.3% of the portfolio, ranked #71.

Rockingstone Advisors first reported a position in EWX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q4 2023. 64 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Rockingstone Advisors held 9,954 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $740K as of Q2 2026.
Rockingstone Advisors 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 0.3% of Rockingstone Advisors's portfolio in Q2 2026, its #71 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 15 quarters since.
Rockingstone Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.48M in Q4 2023.
64 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.