Elmwood Wealth Management’s State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF EEMX Stock Holding History

Elmwood Wealth Management’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
2022 Q1	–	Sell	-630	Closed	-$23K	–	164
2021 Q4	$23K	Buy	+630	New	+$23.6K	0.01%	241
2021 Q2	$26K	Hold	630	–	–	0.01%	205
2021 Q1	$25K	Buy	+630	New	+$25.8K	0.02%	199
2020 Q3	$19K	Hold	630	–	–	0.02%	164
2020 Q2	$19K	Buy	+630	New	+$17.5K	0.02%	164
2019 Q4	–	Sell	-630	Closed	-$19K	–	131
2019 Q3	$19K	Buy	630 +90	+17%	+$2.72K	0.02%	148
2019 Q2	$17K	Buy	+540	New	+$16.7K	0.02%	167

Other funds holding EEMX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

LSAG

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

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

Elmwood Wealth Management's EEMX Position: Q1 2022 in Review

Elmwood Wealth Management sold out of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) in Q1 2022, closing a stake of 630 shares — an estimated $23K sold.

Elmwood Wealth Management first reported a position in EEMX in Q2 2019 and held it in 7 quarters. The position peaked at $26K in Q2 2021. 39 funds tracked by Wall St. Rank hold EEMX as of Q1 2022.

Elmwood Wealth Management reported no remaining State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 630 State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF shares in Q1 2022, an estimated $23K.
Elmwood Wealth Management first reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in Q2 2019 and held it in 7 quarters.
Elmwood Wealth Management's State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position peaked at $26K in Q2 2021.
39 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.