Squar Milner Financial Services’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-61	Closed	-$2K	–	577
2020 Q1	$2K	Sell	61 -461	-88%	-$25.6K	﹤0.01%	676
2019 Q4	$31K	Buy	+522	New	+$31K	0.02%	463
2019 Q3	–	Sell	-896	Closed	-$53K	–	585
2019 Q2	$53K	Sell	896 -178	-17%	-$10.4K	0.04%	342
2019 Q1	$63K	Sell	1,074 -70	-6%	-$4.07K	0.05%	303
2018 Q4	$62K	Hold	1,144	–	–	0.06%	269
2018 Q3	$68K	Buy	+1,144	New	+$68.1K	0.06%	271

Other funds holding QEMM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Squar Milner Financial Services's QEMM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q2 2020, closing a stake of 61 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in QEMM in Q3 2018 and held it in 6 quarters. The position peaked at $68K in Q3 2018. 35 funds tracked by Wall St. Rank hold QEMM as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 61 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q2 2020, an estimated $2K.
Squar Milner Financial Services first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $68K in Q3 2018.
35 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.