CFS Investment Advisory Services’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

CFS Investment Advisory Services’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
2022 Q4	–	Sell	-23,680	Closed	–	–	229
2022 Q3	$0	Buy	+23,680	New	+$1.31M	﹤0.01%	338
2022 Q2	–	Sell	-46,344	Closed	-$1K	–	457
2022 Q1	$1K	Buy	+46,344	New	+$3.05M	﹤0.01%	381

Other funds holding QEMM

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

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

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

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

OWA

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

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

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

CFS Investment Advisory Services's QEMM Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q4 2022, closing a stake of 23,680 shares.

CFS Investment Advisory Services first reported a position in QEMM in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 32 funds tracked by Wall St. Rank hold QEMM as of Q4 2022.

CFS Investment Advisory Services reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 23,680 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q4 2022.
CFS Investment Advisory Services first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q1 2022 and held it in 2 quarters.
CFS Investment Advisory Services's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $1K in Q1 2022.
32 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.