FP
EMFM

Fiduciary Planning’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

Fiduciary Planning’s Portfolio EMFM Stock Details EMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-18,024
Closed -$214K – 80
2019
Q4 		$214K Buy
+18,024
New +$363K 0.2% 58

Other funds holding EMFM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiduciary Planning's EMFM Position: Q1 2020 in Review

Fiduciary Planning sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q1 2020, closing a stake of 18,024 shares — an estimated $214K sold.

Fiduciary Planning first reported a position in EMFM in Q4 2019 and held it in 1 quarter. The position peaked at $214K in Q4 2019. 9 funds tracked by Wall St. Rank hold EMFM as of Q1 2020.

  • Fiduciary Planning reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 18,024 Global X MSCI Next Emerging & Frontier ETF shares in Q1 2020, an estimated $214K.
  • Fiduciary Planning first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's Global X MSCI Next Emerging & Frontier ETF position peaked at $214K in Q4 2019.
  • 9 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.