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Acorn Wealth Advisors’s Global X Emerging Markets Great Consumer ETF EMC Stock Holding History

Acorn Wealth Advisors’s Portfolio EMC Stock Details EMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,506
Closed -$297K – 188
2023
Q3 		$297K Hold
12,506
– – 0.2% 119
2023
Q2 		$312K Buy
+12,506
New +$309K 0.21% 113

Other funds holding EMC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Acorn Wealth Advisors's EMC Position: Q4 2023 in Review

Acorn Wealth Advisors sold out of Global X Emerging Markets Great Consumer ETF (EMC) in Q4 2023, closing a stake of 12,506 shares — an estimated $297K sold.

Acorn Wealth Advisors first reported a position in EMC in Q2 2023 and held it in 2 quarters. The position peaked at $312K in Q2 2023. 38 funds tracked by Wall St. Rank hold EMC as of Q4 2023.

  • Acorn Wealth Advisors reported no remaining Global X Emerging Markets Great Consumer ETF position as of Q4 2023 after selling out during the quarter.
  • Acorn Wealth Advisors sold 12,506 Global X Emerging Markets Great Consumer ETF shares in Q4 2023, an estimated $297K.
  • Acorn Wealth Advisors first reported a position in Global X Emerging Markets Great Consumer ETF in Q2 2023 and held it in 2 quarters.
  • Acorn Wealth Advisors's Global X Emerging Markets Great Consumer ETF position peaked at $312K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held Global X Emerging Markets Great Consumer ETF as of Q4 2023.

Based on Acorn Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.