Focused Wealth Management’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Focused Wealth Management’s Portfolio QEMM Stock Details QEMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-6,298	Closed	-$410K	–	988
2020 Q4	$410K	Sell	6,298 -660	-9%	-$40.3K	0.08%	106
2020 Q3	$393K	Hold	6,958	–	–	0.09%	99
2020 Q2	$366K	Buy	6,958 +61	+0.9%	+$3.07K	0.08%	98
2020 Q1	$323K	Hold	6,897	–	–	0.09%	90
2019 Q4	$420K	Hold	6,897	–	–	0.1%	92
2019 Q3	$396K	Sell	6,897 -3,145	-31%	-$181K	0.11%	88
2019 Q2	$596K	Hold	10,042	–	–	0.16%	75
2019 Q1	$594K	Sell	10,042 -6,042	-38%	-$352K	0.18%	74
2018 Q4	$874K	Buy	+16,084	New	+$899K	0.3%	55

Other funds holding QEMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focused Wealth Management's QEMM Position: Q1 2021 in Review

Focused Wealth Management sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q1 2021, closing a stake of 6,298 shares — an estimated $410K sold.

Focused Wealth Management first reported a position in QEMM in Q4 2018 and held it in 9 quarters. The position peaked at $874K in Q4 2018. 31 funds tracked by Wall St. Rank hold QEMM as of Q1 2021.

Focused Wealth Management reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q1 2021 after selling out during the quarter.
Focused Wealth Management sold 6,298 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q1 2021, an estimated $410K.
Focused Wealth Management first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q4 2018 and held it in 9 quarters.
Focused Wealth Management's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $874K in Q4 2018.
31 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.