OPS
EMFM

Orion Portfolio Solutions’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

Orion Portfolio Solutions’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
2020
Q1 		– Sell
-859
Closed -$11K – 2387
2019
Q4 		$11K Buy
+859
New +$17.3K ﹤0.01% 982

Other funds holding EMFM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's EMFM Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q1 2020, closing a stake of 859 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in EMFM in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 9 funds tracked by Wall St. Rank hold EMFM as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 859 Global X MSCI Next Emerging & Frontier ETF shares in Q1 2020, an estimated $11K.
  • Orion Portfolio Solutions first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Global X MSCI Next Emerging & Frontier ETF position peaked at $11K in Q4 2019.
  • 9 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.