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

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

Sound Stewardship's EWX Position: Q2 2026 in Review

Sound Stewardship reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 2.9% in Q2 2026, selling an estimated $9.7K and leaving 4,490 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #55.

Sound Stewardship first reported a position in EWX in Q4 2022 and has held it in 15 quarters since. The position peaked at $596K in Q4 2022. 185 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Sound Stewardship held 4,490 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $334K as of Q2 2026.
Sound Stewardship sold 133 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $9.7K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.14% of Sound Stewardship's portfolio in Q2 2026, its #55 holding.
Sound Stewardship 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.
Sound Stewardship's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $596K in Q4 2022.
185 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.