Evermay Wealth Management’s Global X Emerging Markets Great Consumer ETF EMC Stock Holding History

Evermay Wealth Management’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
2026 Q2	$9.09K	Sell	241 -250	-51%	-$8.98K	﹤0.01%	518
2026 Q1	$15.2K	Hold	491	–	–	﹤0.01%	420
2025 Q4	$15.2K	Sell	491 -226	-32%	-$6.95K	﹤0.01%	409
2025 Q3	$22.3K	Sell	717 -335	-32%	-$10K	﹤0.01%	380
2025 Q2	$31K	Sell	1,052 -20	-2%	-$543	﹤0.01%	355
2025 Q1	$28.1K	Sell	1,072 -1,150	-52%	-$30.4K	﹤0.01%	365
2024 Q4	$58.3K	Sell	2,222 -1,748	-44%	-$47.4K	0.01%	306
2024 Q3	$110K	Sell	3,970 -625	-14%	-$16.8K	0.02%	259
2024 Q2	$125K	Hold	4,595	–	–	0.02%	243
2024 Q1	$120K	Sell	4,595 -867	-16%	-$22K	0.02%	256
2023 Q4	$140K	Hold	5,462	–	–	0.03%	211
2023 Q3	$130K	Sell	5,462 -669	-11%	-$16.7K	0.03%	208
2023 Q2	$153K	Buy	+6,131	New	+$151K	0.03%	202

Other funds holding EMC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Evermay Wealth Management's EMC Position: Q2 2026 in Review

Evermay Wealth Management reduced its Global X Emerging Markets Great Consumer ETF (EMC) stake by 51% in Q2 2026, selling an estimated $8.98K and leaving 241 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Evermay Wealth Management first reported a position in EMC in Q2 2023 and has held it in 13 quarters since. The position peaked at $153K in Q2 2023. 11 funds tracked by Wall St. Rank hold EMC as of Q2 2026.

Evermay Wealth Management held 241 shares of Global X Emerging Markets Great Consumer ETF worth $9.09K as of Q2 2026.
Evermay Wealth Management sold 250 Global X Emerging Markets Great Consumer ETF shares in Q2 2026, an estimated $8.98K.
Global X Emerging Markets Great Consumer ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #518 holding.
Evermay Wealth Management first reported a position in Global X Emerging Markets Great Consumer ETF in Q2 2023 and has held it in 13 quarters since.
Evermay Wealth Management's Global X Emerging Markets Great Consumer ETF position peaked at $153K in Q2 2023.
11 funds tracked by Wall St. Rank held Global X Emerging Markets Great Consumer ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.