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Clearstead Advisors’s Global X Emerging Markets Great Consumer ETF EMC Stock Holding History

Clearstead Advisors’s Portfolio EMC Stock Details EMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,134
Closed -$226K – 2119
2024
Q3 		$226K Buy
8,134
+333
+4% +$8.94K ﹤0.01% 816
2024
Q2 		$211K Buy
+7,801
New +$206K ﹤0.01% 804

Other funds holding EMC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearstead Advisors's EMC Position: Q4 2024 in Review

Clearstead Advisors sold out of Global X Emerging Markets Great Consumer ETF (EMC) in Q4 2024, closing a stake of 8,134 shares — an estimated $226K sold.

Clearstead Advisors first reported a position in EMC in Q2 2024 and held it in 2 quarters. The position peaked at $226K in Q3 2024. 36 funds tracked by Wall St. Rank hold EMC as of Q4 2024.

  • Clearstead Advisors reported no remaining Global X Emerging Markets Great Consumer ETF position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 8,134 Global X Emerging Markets Great Consumer ETF shares in Q4 2024, an estimated $226K.
  • Clearstead Advisors first reported a position in Global X Emerging Markets Great Consumer ETF in Q2 2024 and held it in 2 quarters.
  • Clearstead Advisors's Global X Emerging Markets Great Consumer ETF position peaked at $226K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Global X Emerging Markets Great Consumer ETF as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.