IWP
EMFM

IAG Wealth Partners’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

IAG Wealth Partners’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
2023
Q1 		– Sell
-1,530
Closed -$28K – 489
2022
Q4 		$28K Buy
+1,530
New +$28K 0.01% 181

Other funds holding EMFM

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

IAG Wealth Partners's EMFM Position: Q1 2023 in Review

IAG Wealth Partners sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q1 2023, closing a stake of 1,530 shares — an estimated $28K sold.

IAG Wealth Partners first reported a position in EMFM in Q4 2022 and held it in 1 quarter. The position peaked at $28K in Q4 2022. 11 funds tracked by Wall St. Rank hold EMFM as of Q1 2023.

  • IAG Wealth Partners reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 1,530 Global X MSCI Next Emerging & Frontier ETF shares in Q1 2023, an estimated $28K.
  • IAG Wealth Partners first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q4 2022 and held it in 1 quarter.
  • IAG Wealth Partners's Global X MSCI Next Emerging & Frontier ETF position peaked at $28K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.