SWA
EFIX

SOA Wealth Advisors’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

SOA Wealth Advisors’s Portfolio EFIX Stock Details EFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-51
Closed -$825 – 943
2025
Q1 		$825 Hold
51
– – ﹤0.01% 755
2024
Q4 		$820 Buy
+51
New +$833 ﹤0.01% 745

SOA Wealth Advisors's EFIX Position: Q2 2025 in Review

SOA Wealth Advisors sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q2 2025, closing a stake of 51 shares — an estimated $825 sold.

SOA Wealth Advisors first reported a position in EFIX in Q4 2024 and held it in 2 quarters. The position peaked at $825 in Q1 2025. 0 funds tracked by Wall St. Rank hold EFIX as of Q2 2025.

  • SOA Wealth Advisors reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 51 First Trust TCW Emerging Markets Debt ETF shares in Q2 2025, an estimated $825.
  • SOA Wealth Advisors first reported a position in First Trust TCW Emerging Markets Debt ETF in Q4 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's First Trust TCW Emerging Markets Debt ETF position peaked at $825 in Q1 2025.
  • 0 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.