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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,855	Closed	-$198K	–	482
2023 Q4	$198K	Sell	6,855 -11,324	-62%	-$308K	0.05%	83
2023 Q3	$485K	Sell	18,179 -998	-5%	-$28.1K	0.14%	52
2023 Q2	$536K	Sell	19,177 -8,692	-31%	-$241K	0.14%	54
2023 Q1	$776K	Sell	27,869 -9,287	-25%	-$261K	0.22%	44
2022 Q4	$991K	Buy	37,156 +15,909	+75%	+$413K	0.29%	40
2022 Q3	$523K	Sell	21,247 -14,870	-41%	-$415K	0.17%	48
2022 Q2	$1.04M	Buy	36,117 +33,495	+1,277%	+$1.01M	0.34%	39
2022 Q1	$86K	Sell	2,622 -5,341	-67%	-$185K	0.03%	99
2021 Q4	$293K	Buy	7,963 +1,102	+16%	+$41.4K	0.09%	50
2021 Q3	$257K	Buy	+6,861	New	+$269K	0.09%	45
2020 Q1	–	Sell	-533	Closed	-$17K	–	470
2019 Q4	$17K	Buy	+533	New	+$15.6K	0.01%	193