Balance Wealth’s Strive Emerging Markets ex-China ETF STXE Stock Holding History

Balance Wealth’s Portfolio STXE Stock Details STXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$124K	Buy	+2,516	New	+$124K	0.03%	218

Other funds holding STXE

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

Balance Wealth's STXE Position: Q3 2026 in Review

Balance Wealth opened a new position in Strive Emerging Markets ex-China ETF (STXE) in Q3 2026: 2,516 shares worth $124K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings.

11 funds tracked by Wall St. Rank hold STXE as of Q3 2026.

Balance Wealth held 2,516 shares of Strive Emerging Markets ex-China ETF worth $124K as of Q3 2026.
Strive Emerging Markets ex-China ETF was a new Balance Wealth position in Q3 2026.
Strive Emerging Markets ex-China ETF made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #218 holding.
11 funds tracked by Wall St. Rank held Strive Emerging Markets ex-China ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.