McElhenny Sheffield Capital Management’s Global X Social Media ETF SOCL Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio SOCL Stock Details SOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22	Closed	-$682	–	538
2022 Q4	$682	Buy	+22	New	+$626	﹤0.01%	608

Other funds holding SOCL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

McElhenny Sheffield Capital Management's SOCL Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Global X Social Media ETF (SOCL) in Q1 2023, closing a stake of 22 shares — an estimated $682 sold.

McElhenny Sheffield Capital Management first reported a position in SOCL in Q4 2022 and held it in 1 quarter. The position peaked at $682 in Q4 2022. 54 funds tracked by Wall St. Rank hold SOCL as of Q1 2023.

McElhenny Sheffield Capital Management reported no remaining Global X Social Media ETF position as of Q1 2023 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 22 Global X Social Media ETF shares in Q1 2023, an estimated $682.
McElhenny Sheffield Capital Management first reported a position in Global X Social Media ETF in Q4 2022 and held it in 1 quarter.
McElhenny Sheffield Capital Management's Global X Social Media ETF position peaked at $682 in Q4 2022.
54 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.