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

Geneos 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
2021
Q2 		– Sell
-678
Closed -$27K – 2916
2021
Q1 		$27K Buy
+678
New +$27.8K ﹤0.01% 1916

Other funds holding EEMX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $461M AUM 17.82% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Geneos Wealth Management's EEMX Position: Q2 2021 in Review

Geneos Wealth Management sold out of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) in Q2 2021, closing a stake of 678 shares — an estimated $27K sold.

Geneos Wealth Management first reported a position in EEMX in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 37 funds tracked by Wall St. Rank hold EEMX as of Q2 2021.

  • Geneos Wealth Management reported no remaining State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 678 State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF shares in Q2 2021, an estimated $27K.
  • Geneos Wealth Management first reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position peaked at $27K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.