RA
EMF

Rise Advisors’s Templeton Emerging Markets Fund EMF Stock Holding History

Rise Advisors’s Portfolio EMF Stock Details EMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-379
Closed -$4.44K – 712
2023
Q1 		$4.44K Hold
379
– – ﹤0.01% 467
2022
Q4 		$4.33K Buy
379
+34
+10% +$381 ﹤0.01% 466
2022
Q3 		$4K Hold
345
– – ﹤0.01% 461
2022
Q2 		$4K Hold
345
– – ﹤0.01% 468
2022
Q1 		$5K Hold
345
– – ﹤0.01% 417
2021
Q4 		$5.53K Buy
+345
New +$5.88K 0.01% 399

Other funds holding EMF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HP
Holowesko Partners Nassau, Bahamas $357M AUM 15.03% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Rise Advisors's EMF Position: Q2 2023 in Review

Rise Advisors sold out of Templeton Emerging Markets Fund (EMF) in Q2 2023, closing a stake of 379 shares — an estimated $4.44K sold.

Rise Advisors first reported a position in EMF in Q4 2021 and held it in 6 quarters. The position peaked at $5.53K in Q4 2021. 54 funds tracked by Wall St. Rank hold EMF as of Q2 2023.

  • Rise Advisors reported no remaining Templeton Emerging Markets Fund position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 379 Templeton Emerging Markets Fund shares in Q2 2023, an estimated $4.44K.
  • Rise Advisors first reported a position in Templeton Emerging Markets Fund in Q4 2021 and held it in 6 quarters.
  • Rise Advisors's Templeton Emerging Markets Fund position peaked at $5.53K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.