BMS Financial Advisors’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

BMS Financial Advisors’s Portfolio QEMM Stock Details QEMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3.84M	Buy	+69,353	New	+$3.85M	2.51%	11

Other funds holding QEMM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

BMS Financial Advisors's QEMM Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q2 2023: 69,353 shares worth $3.84M. The stake represents 2.51% of the portfolio and ranks #11 among its holdings.

28 funds tracked by Wall St. Rank hold QEMM as of Q2 2023.

BMS Financial Advisors held 69,353 shares of State Street SPDR MSCI Emerging Markets StrategicFactors ETF worth $3.84M as of Q2 2023.
State Street SPDR MSCI Emerging Markets StrategicFactors ETF was a new BMS Financial Advisors position in Q2 2023.
State Street SPDR MSCI Emerging Markets StrategicFactors ETF made up 2.51% of BMS Financial Advisors's portfolio in Q2 2023, its #11 holding.
28 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.