Guardian Wealth Advisors (North Carolina)’s Global X Emerging Markets Great Consumer ETF EMC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q1	–	Sell	-10,826	Closed	-$275K	–	458
2023 Q4	$275K	Sell	10,826 -670	-6%	-$16.2K	0.04%	199
2023 Q3	$273K	Hold	11,496	–	–	0.05%	192
2023 Q2	$287K	Buy	+11,496	New	+$284K	0.05%	174

Other funds holding EMC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s EMC Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Global X Emerging Markets Great Consumer ETF (EMC) in Q1 2024, closing a stake of 10,826 shares — an estimated $275K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in EMC in Q2 2023 and held it in 3 quarters. The position peaked at $287K in Q2 2023. 35 funds tracked by Wall St. Rank hold EMC as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Global X Emerging Markets Great Consumer ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 10,826 Global X Emerging Markets Great Consumer ETF shares in Q1 2024, an estimated $275K.
Guardian Wealth Advisors (North Carolina) first reported a position in Global X Emerging Markets Great Consumer ETF in Q2 2023 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s Global X Emerging Markets Great Consumer ETF position peaked at $287K in Q2 2023.
35 funds tracked by Wall St. Rank held Global X Emerging Markets Great Consumer ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.