Congress Wealth Management’s Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF ESEB Stock Holding History

Congress Wealth Management’s Portfolio ESEB Stock Details ESEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15,962	Closed	-$271K	–	648
2023 Q4	$271K	Buy	15,962 +1,677	+12%	+$27.1K	0.01%	549
2023 Q3	$227K	Buy	14,285 +3,343	+31%	+$54.9K	﹤0.01%	565
2023 Q2	$183K	Buy	10,942 +223	+2%	+$3.7K	﹤0.01%	545
2023 Q1	$179K	Buy	+10,719	New	+$179K	﹤0.01%	544

Other funds holding ESEB

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Congress Wealth Management's ESEB Position: Q1 2024 in Review

Congress Wealth Management sold out of Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF (ESEB) in Q1 2024, closing a stake of 15,962 shares — an estimated $271K sold.

Congress Wealth Management first reported a position in ESEB in Q1 2023 and held it in 4 quarters. The position peaked at $271K in Q4 2023. 1 fund tracked by Wall St. Rank holds ESEB as of Q1 2024.

Congress Wealth Management reported no remaining Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF position as of Q1 2024 after selling out during the quarter.
Congress Wealth Management sold 15,962 Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF shares in Q1 2024, an estimated $271K.
Congress Wealth Management first reported a position in Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF in Q1 2023 and held it in 4 quarters.
Congress Wealth Management's Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF position peaked at $271K in Q4 2023.
1 fund tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.