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XSOE icon

Beacon Financial Advisory’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Beacon Financial Advisory’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
2022
Q2 		– Sell
-9,948
Closed -$325K – 246
2022
Q1 		$325K Buy
9,948
+1,302
+15% +$45.2K 0.16% 162
2021
Q4 		$319K Sell
8,646
-1,026
-11% -$38.6K 0.15% 172
2021
Q3 		$361K Sell
9,672
-3,258
-25% -$128K 0.19% 152
2021
Q2 		$544K Buy
12,930
+1,399
+12% +$57.8K 0.29% 115
2021
Q1 		$469K Sell
11,531
-954
-8% -$40.3K 0.27% 124
2020
Q4 		$495K Buy
12,485
+5,957
+91% +$219K 0.32% 99
2020
Q3 		$219K Buy
+6,528
New +$217K 0.19% 156

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return