CAPTRUST Financial Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

CAPTRUST Financial Advisors’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
2022 Q3	–	Sell	-26	Closed	-$1K	–	2613
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	4662
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	4679
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	4556
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	4416
2021 Q2	$1K	Buy	+26	New	+$720	﹤0.01%	4326
2020 Q4	–	Sell	-1,020	Closed	-$26K	–	3426
2020 Q3	$26K	Hold	1,020	–	–	﹤0.01%	1864
2020 Q2	$23K	Buy	+1,020	New	+$21.7K	﹤0.01%	1884

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

OMC

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

SBH

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

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

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

CAPTRUST Financial Advisors's ECON Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2022, closing a stake of 26 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in ECON in Q2 2020 and held it in 7 quarters. The position peaked at $26K in Q3 2020. 37 funds tracked by Wall St. Rank hold ECON as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 26 Columbia Emerging Markets Consumer ETF shares in Q3 2022, an estimated $1K.
CAPTRUST Financial Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2020 and held it in 7 quarters.
CAPTRUST Financial Advisors's Columbia Emerging Markets Consumer ETF position peaked at $26K in Q3 2020.
37 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.