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

Sound Stewardship’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	$334K	Sell	4,490 -133	-3%	-$9.7K	0.14%	55
2026 Q1	$306K	Sell	4,623 -1,084	-19%	-$73.3K	0.14%	52
2025 Q4	$375K	Buy	5,707 +19	+0.3%	+$1.26K	0.18%	50
2025 Q3	$383K	Sell	5,688 -55	-1%	-$3.58K	0.18%	49
2025 Q2	$356K	Buy	5,743 +10	+0.2%	+$581	0.18%	49
2025 Q1	$325K	Sell	5,733 -330	-5%	-$19.1K	0.19%	47
2024 Q4	$355K	Sell	6,063 -13	-0.2%	-$794	0.21%	44
2024 Q3	$379K	Sell	6,076 -724	-11%	-$42.2K	0.21%	44
2024 Q2	$394K	Sell	6,800 -2,775	-29%	-$159K	0.24%	42
2024 Q1	$534K	Sell	9,575 -287	-3%	-$15.9K	0.32%	39
2023 Q4	$557K	Sell	9,862 -423	-4%	-$22.9K	0.37%	42
2023 Q3	$550K	Sell	10,285 -264	-3%	-$14.2K	0.37%	42
2023 Q2	$554K	Sell	10,549 -545	-5%	-$28.1K	0.36%	45
2023 Q1	$562K	Sell	11,094 -1,089	-9%	-$55.4K	0.38%	43
2022 Q4	$596K	Buy	+12,183	New	+$584K	0.44%	42

Other funds holding EWX

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

Welch Financial Planning Boulder, Colorado $172M AUM

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return