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

BerganKDV 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 Q2	$3.18K	Hold	154	–	–	﹤0.01%	647
2023 Q1	$3.15K	Hold	154	–	–	﹤0.01%	763
2022 Q4	$3.04K	Hold	154	–	–	﹤0.01%	750
2022 Q3	$3K	Hold	154	–	–	﹤0.01%	749
2022 Q2	$3K	Hold	154	–	–	﹤0.01%	762
2022 Q1	$3K	Hold	154	–	–	﹤0.01%	794
2021 Q4	$4K	Hold	154	–	–	﹤0.01%	804
2021 Q3	$4K	Hold	154	–	–	﹤0.01%	771
2021 Q2	$4K	Hold	154	–	–	﹤0.01%	723
2021 Q1	$4K	Hold	154	–	–	﹤0.01%	688
2020 Q4	$4K	Hold	154	–	–	﹤0.01%	686
2020 Q3	$4K	Hold	154	–	–	﹤0.01%	601
2020 Q2	$4K	Hold	154	–	–	﹤0.01%	650
2020 Q1	$3K	Hold	154	–	–	﹤0.01%	660
2019 Q4	$4K	Hold	154	–	–	﹤0.01%	655
2019 Q3	$3K	Hold	154	–	–	﹤0.01%	602
2019 Q2	$4K	Hold	154	–	–	﹤0.01%	604
2019 Q1	$3K	Hold	154	–	–	﹤0.01%	631
2018 Q4	$3K	Hold	154	–	–	﹤0.01%	587
2018 Q3	$3K	Hold	154	–	–	﹤0.01%	561
2018 Q2	$4K	Buy	+154	New	+$3.95K	﹤0.01%	566

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

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

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

FTUS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BerganKDV Wealth Management's ECON Position: Q2 2023 in Review

BerganKDV Wealth Management held its Columbia Emerging Markets Consumer ETF (ECON) position steady in Q2 2023 at 154 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

BerganKDV Wealth Management first reported a position in ECON in Q2 2018 and has held it in 21 quarters since. The position peaked at $4K in Q4 2021. 30 funds tracked by Wall St. Rank hold ECON as of Q2 2023.

BerganKDV Wealth Management held 154 shares of Columbia Emerging Markets Consumer ETF worth $3.18K as of Q2 2023.
BerganKDV Wealth Management left its Columbia Emerging Markets Consumer ETF share count unchanged in Q2 2023.
Columbia Emerging Markets Consumer ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #647 holding.
BerganKDV Wealth Management first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Columbia Emerging Markets Consumer ETF position peaked at $4K in Q4 2021.
30 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.