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

Outlook Wealth 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
2023 Q1	–	Sell	-18,221	Closed	-$974K	–	197
2022 Q4	$974K	Buy	18,221 +4	+0%	+$213	0.46%	50
2022 Q3	$925K	Sell	18,217 -413	-2%	-$22.9K	0.41%	56
2022 Q2	$1.05M	Sell	18,630 -816	-4%	-$48.6K	0.43%	59
2022 Q1	$1.25M	Sell	19,446 -269	-1%	-$17.7K	0.42%	58
2021 Q4	$1.33M	Sell	19,715 -196	-1%	-$13.3K	0.39%	55
2021 Q3	$1.35M	Sell	19,911 -28	-0.1%	-$1.92K	0.44%	61
2021 Q2	$1.4M	Sell	19,939 -382	-2%	-$26.4K	0.45%	60
2021 Q1	$1.38M	Sell	20,321 -448	-2%	-$30.6K	0.48%	55
2020 Q4	$1.35M	Sell	20,769 -449	-2%	-$27.4K	0.49%	56
2020 Q3	$1.2M	Sell	21,218 -1,495	-7%	-$84.7K	0.48%	56
2020 Q2	$1.2M	Sell	22,713 -1,358	-6%	-$68.3K	0.51%	54
2020 Q1	$1.13M	Buy	24,071 +1,492	+7%	+$82.7K	0.64%	40
2019 Q4	$1.37M	Sell	22,579 -6,801	-23%	-$404K	0.77%	30
2019 Q3	$1.69M	Sell	29,380 -758	-3%	-$43.5K	1%	28
2019 Q2	$1.79M	Buy	30,138 +4,678	+18%	+$274K	1.18%	22
2019 Q1	$1.51M	Buy	+25,460	New	+$1.48M	1.24%	17

Other funds holding QEMM

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Outlook Wealth Advisors's QEMM Position: Q1 2023 in Review

Outlook Wealth Advisors sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q1 2023, closing a stake of 18,221 shares — an estimated $974K sold.

Outlook Wealth Advisors first reported a position in QEMM in Q1 2019 and held it in 16 quarters. The position peaked at $1.79M in Q2 2019. 32 funds tracked by Wall St. Rank hold QEMM as of Q1 2023.

Outlook Wealth Advisors reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q1 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 18,221 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q1 2023, an estimated $974K.
Outlook Wealth Advisors first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q1 2019 and held it in 16 quarters.
Outlook Wealth Advisors's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $1.79M in Q2 2019.
32 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q1 2023.

Based on Outlook Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.