Baystate Wealth Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Baystate Wealth Management’s Portfolio ECON Stock Details ECON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7	Closed	-$145	–	1325
2023 Q3	$145	Hold	7	–	–	﹤0.01%	996
2023 Q2	$149	Hold	7	–	–	﹤0.01%	1020
2023 Q1	$148	Hold	7	–	–	﹤0.01%	1009
2022 Q4	$0	Hold	7	–	–	﹤0.01%	945
2022 Q3	$0	Hold	7	–	–	﹤0.01%	897
2022 Q2	$0	Hold	7	–	–	﹤0.01%	912
2022 Q1	$0	Hold	7	–	–	﹤0.01%	891
2021 Q4	$0	Buy	+7	New	+$176	﹤0.01%	895
2018 Q4	–	Sell	-2,200	Closed	-$44K	–	689
2018 Q3	$44K	Hold	2,200	–	–	0.01%	217
2018 Q2	$54K	Hold	2,200	–	–	0.01%	182
2018 Q1	$57K	Hold	2,200	–	–	0.01%	178
2017 Q4	$65K	Hold	2,200	–	–	0.01%	174
2017 Q3	$62K	Hold	2,200	–	–	0.01%	164
2017 Q2	$60K	Hold	2,200	–	–	0.01%	163
2017 Q1	$55K	Buy	+2,200	New	+$52.6K	0.01%	172

Other funds holding ECON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baystate Wealth Management's ECON Position: Q4 2023 in Review

Baystate Wealth Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2023, closing a stake of 7 shares — an estimated $145 sold.

Baystate Wealth Management first reported a position in ECON in Q1 2017 and held it in 15 quarters. The position peaked at $65K in Q4 2017. 33 funds tracked by Wall St. Rank hold ECON as of Q4 2023.

Baystate Wealth Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2023 after selling out during the quarter.
Baystate Wealth Management sold 7 Columbia Emerging Markets Consumer ETF shares in Q4 2023, an estimated $145.
Baystate Wealth Management first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2017 and held it in 15 quarters.
Baystate Wealth Management's Columbia Emerging Markets Consumer ETF position peaked at $65K in Q4 2017.
33 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.