Root Financial Partners’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Root Financial Partners’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-649	Closed	-$27.4K	–	1577
2026 Q1	$27.4K	Sell	649 -10	-2%	-$435	﹤0.01%	1159
2025 Q4	$26.9K	Sell	659 -364	-36%	-$14.6K	﹤0.01%	1016
2025 Q3	$41.1K	Buy	+1,023	New	+$39.6K	﹤0.01%	743

Other funds holding GWX

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CWM

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's GWX Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026, closing a stake of 649 shares — an estimated $27.4K sold.

Root Financial Partners first reported a position in GWX in Q3 2025 and held it in 3 quarters. The position peaked at $41.1K in Q3 2025. 99 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 649 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $27.4K.
Root Financial Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's State Street SPDR S&P International Small Cap ETF position peaked at $41.1K in Q3 2025.
99 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.