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Baker Tilly Wealth Management’s Global X Emerging Markets Great Consumer ETF EMC Stock Holding History

Baker Tilly Wealth Management’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
-8,743
Closed -$208K – 471
2023
Q3 		$208K Sell
8,743
-47
-0.5% -$1.17K 0.03% 436
2023
Q2 		$219K Buy
+8,790
New +$217K 0.02% 509

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

Baker Tilly Wealth Management's EMC Position: Q4 2023 in Review

Baker Tilly Wealth Management sold out of Global X Emerging Markets Great Consumer ETF (EMC) in Q4 2023, closing a stake of 8,743 shares — an estimated $208K sold.

Baker Tilly Wealth Management first reported a position in EMC in Q2 2023 and held it in 2 quarters. The position peaked at $219K in Q2 2023. 38 funds tracked by Wall St. Rank hold EMC as of Q4 2023.

  • Baker Tilly Wealth Management reported no remaining Global X Emerging Markets Great Consumer ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 8,743 Global X Emerging Markets Great Consumer ETF shares in Q4 2023, an estimated $208K.
  • Baker Tilly Wealth Management first reported a position in Global X Emerging Markets Great Consumer ETF in Q2 2023 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Global X Emerging Markets Great Consumer ETF position peaked at $219K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held Global X Emerging Markets Great Consumer ETF as of Q4 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.