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

Sugarloaf 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
2023 Q1	–	Sell	-106	Closed	-$2.08K	–	730
2022 Q4	$2.08K	Sell	106 -98	-48%	-$1.88K	﹤0.01%	669
2022 Q3	$4K	Buy	204 +100	+96%	+$2.09K	﹤0.01%	644
2022 Q2	$2K	Buy	104 +1	+1%	+$21	﹤0.01%	694
2022 Q1	$2K	Sell	103 -1	-1%	-$23	﹤0.01%	637
2021 Q4	$2K	Buy	104 +1	+1%	+$25	﹤0.01%	667
2021 Q3	$3K	Hold	103	–	–	﹤0.01%	650
2021 Q2	$3K	Buy	103 +1	+1%	+$28	﹤0.01%	640
2021 Q1	$3	Hold	102	–	–	﹤0.01%	630
2020 Q4	$3K	Hold	102	–	–	﹤0.01%	595
2020 Q3	$3K	Hold	102	–	–	﹤0.01%	568
2020 Q2	$2K	Hold	102	–	–	﹤0.01%	601
2020 Q1	$2K	Hold	102	–	–	﹤0.01%	592
2019 Q4	$2K	Buy	+102	New	+$2.32K	﹤0.01%	630

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

SBH

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

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

LJAC

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

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

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

Sugarloaf Wealth Management's ECON Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2023, closing a stake of 106 shares — an estimated $2.08K sold.

Sugarloaf Wealth Management first reported a position in ECON in Q4 2019 and held it in 13 quarters. The position peaked at $4K in Q3 2022. 35 funds tracked by Wall St. Rank hold ECON as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 106 Columbia Emerging Markets Consumer ETF shares in Q1 2023, an estimated $2.08K.
Sugarloaf Wealth Management first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's Columbia Emerging Markets Consumer ETF position peaked at $4K in Q3 2022.
35 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.