MFA
Mayflower Financial Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
18,497
-2,368
| -11% | -$81.6K | 0.09% | 201 |
|
|
2025
Q1 | $644K | Sell |
20,865
-4,015
| -16% | -$124K | 0.1% | 195 |
|
|
2024
Q4 | $758K | Sell |
24,880
-1,236
| -5% | -$37.7K | 0.11% | 172 |
|
|
2024
Q3 | $863K | Sell |
26,116
-349
| -1% | -$11.5K | 0.13% | 151 |
|
|
2024
Q2 | $811K | Sell |
26,465
-1,407
| -5% | -$43.1K | 0.13% | 151 |
|
|
2024
Q1 | $821K | Sell |
27,872
-10,910
| -28% | -$321K | 0.14% | 152 |
|
|
2023
Q4 | $1.12M | Sell |
38,782
-746
| -2% | -$21.5K | 0.15% | 122 |
|
|
2023
Q3 | $1.05M | Sell |
39,528
-12,560
| -24% | -$335K | 0.16% | 119 |
|
|
2023
Q2 | $1.46M | Sell |
52,088
-20,022
| -28% | -$560K | 0.19% | 105 |
|
|
2023
Q1 | $2.01M | Sell |
72,110
-8,930
| -11% | -$249K | 0.26% | 77 |
|
|
2022
Q4 | $2.16M | Sell |
81,040
-23,596
| -23% | -$630K | 0.3% | 69 |
|
|
2022
Q3 | $2.58M | Sell |
104,636
-22,997
| -18% | -$566K | 0.42% | 50 |
|
|
2022
Q2 | $3.66M | Sell |
127,633
-55,177
| -30% | -$1.58M | 0.56% | 38 |
|
|
2022
Q1 | $5.97M | Sell |
182,810
-35,942
| -16% | -$1.17M | 0.8% | 27 |
|
|
2021
Q4 | $8.06M | Buy |
218,752
+27,262
| +14% | +$1M | 1.07% | 23 |
|
|
2021
Q3 | $7.47M | Buy |
191,490
+184,155
| +2,511% | +$7.18M | 1.01% | 26 |
|
|
2021
Q2 | $309K | Buy |
+7,335
| New | +$309K | 0.04% | 238 |
|