Accel Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Accel Wealth Management’s Portfolio XSOE Stock Details XSOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-81	Closed	-$2.25K	–	901
2023 Q1	$2.25K	Hold	81	–	–	﹤0.01%	1097
2022 Q4	$2.16K	Hold	81	–	–	﹤0.01%	900
2022 Q3	$2K	Hold	81	–	–	﹤0.01%	951
2022 Q2	$2K	Hold	81	–	–	﹤0.01%	918
2022 Q1	$3K	Hold	81	–	–	﹤0.01%	865
2021 Q4	$3K	Hold	81	–	–	﹤0.01%	869
2021 Q3	$3K	Hold	81	–	–	﹤0.01%	787
2021 Q2	$3K	Hold	81	–	–	﹤0.01%	847
2021 Q1	$3K	Hold	81	–	–	﹤0.01%	813
2020 Q4	$3K	Buy	+81	New	+$2.98K	﹤0.01%	770

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return