Catalyst Private Wealth’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Catalyst Private Wealth’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
2020 Q4	–	Sell	-2,413	Closed	-$136K	–	228
2020 Q3	$136K	Buy	+2,413	New	+$137K	0.13%	66

Other funds holding QEMM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Catalyst Private Wealth's QEMM Position: Q4 2020 in Review

Catalyst Private Wealth sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q4 2020, closing a stake of 2,413 shares — an estimated $136K sold.

Catalyst Private Wealth first reported a position in QEMM in Q3 2020 and held it in 1 quarter. The position peaked at $136K in Q3 2020. 33 funds tracked by Wall St. Rank hold QEMM as of Q4 2020.

Catalyst Private Wealth reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 2,413 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q4 2020, an estimated $136K.
Catalyst Private Wealth first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $136K in Q3 2020.
33 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.