Upper Left Wealth Management’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Upper Left Wealth Management’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
2022 Q4	–	Sell	-19,621	Closed	-$617K	–	56
2022 Q3	$617K	Hold	19,621	–	–	0.8%	34
2022 Q2	$682K	Hold	19,621	–	–	0.79%	33
2022 Q1	$772K	Buy	+19,621	New	+$1.29M	0.8%	32

Other funds holding QEMM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

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

Upper Left Wealth Management's QEMM Position: Q4 2022 in Review

Upper Left Wealth Management sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q4 2022, closing a stake of 19,621 shares — an estimated $617K sold.

Upper Left Wealth Management first reported a position in QEMM in Q1 2022 and held it in 3 quarters. The position peaked at $772K in Q1 2022. 32 funds tracked by Wall St. Rank hold QEMM as of Q4 2022.

Upper Left Wealth Management reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q4 2022 after selling out during the quarter.
Upper Left Wealth Management sold 19,621 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q4 2022, an estimated $617K.
Upper Left Wealth Management first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q1 2022 and held it in 3 quarters.
Upper Left Wealth Management's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $772K in Q1 2022.
32 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q4 2022.

Based on Upper Left Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.