IFP Advisors’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

IFP Advisors’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
2022 Q4	–	Sell	-306	Closed	-$19K	–	4785
2022 Q3	$19K	Hold	306	–	–	﹤0.01%	3140
2022 Q2	$19K	Hold	306	–	–	﹤0.01%	2897
2022 Q1	$19K	Hold	306	–	–	﹤0.01%	2897
2021 Q4	$21K	Hold	306	–	–	﹤0.01%	1929
2021 Q3	$21K	Hold	306	–	–	﹤0.01%	1962
2021 Q2	$21K	Buy	+306	New	+$21.2K	﹤0.01%	1914
2019 Q1	–	Sell	-690	Closed	-$38K	–	3182
2018 Q4	$38K	Sell	690 -156	-18%	-$8.72K	﹤0.01%	1765
2018 Q3	$50K	Buy	846 +97	+13%	+$5.78K	﹤0.01%	1899
2018 Q2	$44K	Hold	749	–	–	﹤0.01%	2003
2018 Q1	$48K	Hold	749	–	–	﹤0.01%	1839
2017 Q4	$48K	Hold	749	–	–	﹤0.01%	1856
2017 Q3	$46K	Buy	749 +24	+3%	+$1.45K	﹤0.01%	2041
2017 Q2	$42K	Buy	725 +35	+5%	+$2K	﹤0.01%	2089
2017 Q1	$38K	Hold	690	–	–	﹤0.01%	2088
2016 Q4	$35K	Buy	+690	New	+$36K	﹤0.01%	2085

Other funds holding QEMM

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

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

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

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

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

IFP Advisors's QEMM Position: Q4 2022 in Review

IFP Advisors sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q4 2022, closing a stake of 306 shares — an estimated $19K sold.

IFP Advisors first reported a position in QEMM in Q4 2016 and held it in 15 quarters. The position peaked at $50K in Q3 2018. 32 funds tracked by Wall St. Rank hold QEMM as of Q4 2022.

IFP Advisors reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 306 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q4 2022, an estimated $19K.
IFP Advisors first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q4 2016 and held it in 15 quarters.
IFP Advisors's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $50K in Q3 2018.
32 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.