KWM
GREK

Kingsview Wealth Management’s Global X MSCI Greece ETF GREK Stock Holding History

Kingsview Wealth Management’s Portfolio GREK Stock Details GREK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30,354
Closed -$1.13M – 963
2023
Q2 		$1.13M Buy
+30,354
New +$1.02M 0.04% 373
2021
Q2 		– Sell
-24,625
Closed -$663K – 948
2021
Q1 		$663K Buy
+24,625
New +$619K 0.04% 450

Other funds holding GREK

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's GREK Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Global X MSCI Greece ETF (GREK) in Q3 2023, closing a stake of 30,354 shares — an estimated $1.13M sold.

Kingsview Wealth Management first reported a position in GREK in Q1 2021 and held it in 2 quarters. The position peaked at $1.13M in Q2 2023. 42 funds tracked by Wall St. Rank hold GREK as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Global X MSCI Greece ETF position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 30,354 Global X MSCI Greece ETF shares in Q3 2023, an estimated $1.13M.
  • Kingsview Wealth Management first reported a position in Global X MSCI Greece ETF in Q1 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's Global X MSCI Greece ETF position peaked at $1.13M in Q2 2023.
  • 42 funds tracked by Wall St. Rank held Global X MSCI Greece ETF as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.