WCG Wealth Advisors’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

WCG Wealth Advisors’s Portfolio EMFM Stock Details EMFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-430,229	Closed	-$8.04M	–	189
2023 Q1	$8.04M	Buy	430,229 +30,674	+8%	+$574K	1.03%	30
2022 Q4	$7.31M	Buy	399,555 +30,681	+8%	+$562K	1%	32
2022 Q3	$6.92M	Sell	368,874 -11,508	-3%	-$215K	0.92%	31
2022 Q2	$6.99M	Buy	+380,382	New	+$7.7M	0.97%	29

Other funds holding EMFM

OMC

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

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

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WCG Wealth Advisors's EMFM Position: Q2 2023 in Review

WCG Wealth Advisors sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q2 2023, closing a stake of 430,229 shares — an estimated $8.04M sold.

WCG Wealth Advisors first reported a position in EMFM in Q2 2022 and held it in 4 quarters. The position peaked at $8.04M in Q1 2023. 13 funds tracked by Wall St. Rank hold EMFM as of Q2 2023.

WCG Wealth Advisors reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q2 2023 after selling out during the quarter.
WCG Wealth Advisors sold 430,229 Global X MSCI Next Emerging & Frontier ETF shares in Q2 2023, an estimated $8.04M.
WCG Wealth Advisors first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q2 2022 and held it in 4 quarters.
WCG Wealth Advisors's Global X MSCI Next Emerging & Frontier ETF position peaked at $8.04M in Q1 2023.
13 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q2 2023.

Based on WCG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.