FANJ
EMFM

Financial Architects (New Jersey)’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

Financial Architects (New Jersey)’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
2015
Q1 		– Sell
-167
Closed -$4K – 1052
2014
Q4 		$4K Hold
167
– – ﹤0.01% 875
2014
Q3 		$4K Buy
+167
New +$4.5K ﹤0.01% 786

Other funds holding EMFM

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Architects (New Jersey)'s EMFM Position: Q1 2015 in Review

Financial Architects (New Jersey) sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q1 2015, closing a stake of 167 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in EMFM in Q3 2014 and held it in 2 quarters. The position peaked at $4K in Q4 2014. 19 funds tracked by Wall St. Rank hold EMFM as of Q1 2015.

  • Financial Architects (New Jersey) reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q1 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 167 Global X MSCI Next Emerging & Frontier ETF shares in Q1 2015, an estimated $4K.
  • Financial Architects (New Jersey) first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q3 2014 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Global X MSCI Next Emerging & Frontier ETF position peaked at $4K in Q4 2014.
  • 19 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q1 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2015, filed 30 Apr 2015.