EFS
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Edelman Financial Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Edelman Financial Services’s Portfolio BOTZ Stock Details BOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-150,601
Closed -$3.45M – 4
2018
Q3 		$3.45M Buy
150,601
+64
+0% +$1.43K 0.03% 21
2018
Q2 		$3.31M Sell
150,537
-1,096
-0.7% -$25.6K 0.03% 21
2018
Q1 		$3.67M Sell
151,633
-50,123
-25% -$1.26M 0.04% 21
2017
Q4 		$4.78M Sell
201,756
-621
-0.3% -$14.6K 0.05% 16
2017
Q3 		$4.4M Sell
202,377
-1,455
-0.7% -$29.4K 0.05% 16
2017
Q2 		$3.8M Buy
+203,832
New +$3.7M 0.04% 16

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NM
NWI Management New York $1.63B AUM 45.08% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return