SFS
Security Financial Services’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 | $529K | Sell |
15,354
-170
| -1% | -$5.86K | 0.09% | 108 |
|
|
2025
Q1 | $479K | Buy |
15,524
+1,282
| +9% | +$39.6K | 0.1% | 109 |
|
|
2024
Q4 | $434K | Buy |
14,242
+1,387
| +11% | +$42.3K | 0.09% | 109 |
|
|
2024
Q3 | $425K | Sell |
12,855
-131
| -1% | -$4.33K | 0.09% | 103 |
|
|
2024
Q2 | $398K | Buy |
12,986
+3,195
| +33% | +$97.9K | 0.09% | 112 |
|
|
2024
Q1 | $288K | Buy |
9,791
+307
| +3% | +$9.04K | 0.07% | 143 |
|
|
2023
Q4 | $274K | Buy |
9,484
+1,301
| +16% | +$37.6K | 0.07% | 138 |
|
|
2023
Q3 | $218K | Buy |
8,183
+75
| +0.9% | +$2K | 0.06% | 150 |
|
|
2023
Q2 | $227K | Buy |
+8,108
| New | +$227K | 0.06% | 136 |
|
|
2022
Q2 | – | Sell |
-71,738
| Closed | -$2.34M | – | 144 |
|
|
2022
Q1 | $2.34M | Buy |
71,738
+18,208
| +34% | +$595K | 0.74% | 31 |
|
|
2021
Q4 | $1.97M | Buy |
+53,530
| New | +$1.97M | 0.66% | 39 |
|