WCG Wealth Advisors’s Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF ESEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-55,627	Closed	-$928K	–	190
2023 Q1	$928K	Sell	55,627 -754	-1%	-$12.6K	0.12%	116
2022 Q4	$925K	Buy	56,381 +8,920	+19%	+$143K	0.13%	115
2022 Q3	$801K	Buy	47,461 +2,901	+7%	+$47.8K	0.11%	146
2022 Q2	$731K	Buy	+44,560	New	+$772K	0.1%	145

Other funds holding ESEB

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

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

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

FTUS

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

WCG Wealth Advisors sold out of Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF (ESEB) in Q2 2023, closing a stake of 55,627 shares — an estimated $928K sold.

WCG Wealth Advisors first reported a position in ESEB in Q2 2022 and held it in 4 quarters. The position peaked at $928K in Q1 2023. 11 funds tracked by Wall St. Rank hold ESEB as of Q2 2023.

WCG Wealth Advisors reported no remaining Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF position as of Q2 2023 after selling out during the quarter.
WCG Wealth Advisors sold 55,627 Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF shares in Q2 2023, an estimated $928K.
WCG Wealth Advisors first reported a position in Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF in Q2 2022 and held it in 4 quarters.
WCG Wealth Advisors's Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF position peaked at $928K in Q1 2023.
11 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF as of Q2 2023.

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