Choate Investment Advisors’s State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF EEMX Stock Holding History

Choate Investment Advisors’s Portfolio EEMX Stock Details EEMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-820	Closed	-$23.8K	–	393
2023 Q3	$23.8K	Hold	820	–	–	﹤0.01%	415
2023 Q2	$24.8K	Buy	+820	New	+$24.5K	﹤0.01%	329
2022 Q2	–	Sell	-894	Closed	-$31K	–	337
2022 Q1	$31K	Hold	894	–	–	﹤0.01%	330
2021 Q4	$33K	Buy	894 +54	+6%	+$2.02K	﹤0.01%	315
2021 Q3	$31K	Hold	840	–	–	﹤0.01%	288
2021 Q2	$34K	Buy	840 +110	+15%	+$4.45K	﹤0.01%	302
2021 Q1	$29K	Hold	730	–	–	﹤0.01%	281
2020 Q4	$28K	Sell	730 -80	-10%	-$2.88K	﹤0.01%	270
2020 Q3	$27K	Buy	+810	New	+$26.5K	﹤0.01%	268

Other funds holding EEMX

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

OMC

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Choate Investment Advisors's EEMX Position: Q4 2023 in Review

Choate Investment Advisors sold out of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) in Q4 2023, closing a stake of 820 shares — an estimated $23.8K sold.

Choate Investment Advisors first reported a position in EEMX in Q3 2020 and held it in 9 quarters. The position peaked at $34K in Q2 2021. 42 funds tracked by Wall St. Rank hold EEMX as of Q4 2023.

Choate Investment Advisors reported no remaining State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position as of Q4 2023 after selling out during the quarter.
Choate Investment Advisors sold 820 State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF shares in Q4 2023, an estimated $23.8K.
Choate Investment Advisors first reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in Q3 2020 and held it in 9 quarters.
Choate Investment Advisors's State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position peaked at $34K in Q2 2021.
42 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.