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Concentric Wealth Management’s EMQQ The Emerging Markets Internet & Ecommerce ETF EMQQ Stock Holding History

Concentric Wealth Management’s Portfolio EMQQ Stock Details EMQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$273K Hold
6,967
– – 0.07% 120
2024
Q2 		$231K Sell
6,967
-50
-0.7% -$1.67K 0.06% 128
2024
Q1 		$220K Hold
7,017
– – 0.06% 130
2023
Q4 		$216K Buy
+7,017
New +$210K 0.06% 125

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UBS Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Concentric Wealth Management's EMQQ Position: Q3 2024 in Review

Concentric Wealth Management held its EMQQ The Emerging Markets Internet & Ecommerce ETF (EMQQ) position steady in Q3 2024 at 6,967 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #120.

Concentric Wealth Management first reported a position in EMQQ in Q4 2023 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold EMQQ as of Q3 2024.

  • Concentric Wealth Management held 6,967 shares of EMQQ The Emerging Markets Internet & Ecommerce ETF worth $273K as of Q3 2024.
  • Concentric Wealth Management left its EMQQ The Emerging Markets Internet & Ecommerce ETF share count unchanged in Q3 2024.
  • EMQQ The Emerging Markets Internet & Ecommerce ETF made up 0.07% of Concentric Wealth Management's portfolio in Q3 2024, its #120 holding.
  • Concentric Wealth Management first reported a position in EMQQ The Emerging Markets Internet & Ecommerce ETF in Q4 2023 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held EMQQ The Emerging Markets Internet & Ecommerce ETF as of Q3 2024.

Based on Concentric Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.