Selective Wealth Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Selective Wealth Management’s Portfolio ECON Stock Details ECON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-400	Closed	-$8K	–	271
2022 Q3	$8K	Hold	400	–	–	﹤0.01%	542
2022 Q2	$9K	Hold	400	–	–	﹤0.01%	570
2022 Q1	$8K	Hold	400	–	–	﹤0.01%	554
2021 Q4	$10K	Hold	400	–	–	﹤0.01%	482
2021 Q3	$10K	Hold	400	–	–	0.01%	431
2021 Q2	$11K	Buy	+400	New	+$11.1K	0.01%	330

Other funds holding ECON

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Selective Wealth Management's ECON Position: Q4 2022 in Review

Selective Wealth Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2022, closing a stake of 400 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in ECON in Q2 2021 and held it in 6 quarters. The position peaked at $11K in Q2 2021. 36 funds tracked by Wall St. Rank hold ECON as of Q4 2022.

Selective Wealth Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 400 Columbia Emerging Markets Consumer ETF shares in Q4 2022, an estimated $8K.
Selective Wealth Management first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Columbia Emerging Markets Consumer ETF position peaked at $11K in Q2 2021.
36 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.