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WealthPlan Investment Management’s Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF EMCR Stock Holding History

WealthPlan Investment Management’s Portfolio EMCR Stock Details EMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,355
Closed -$63.4K – 212
2023
Q2 		$63.4K Hold
2,355
– – 0.02% 185
2023
Q1 		$63.2K Buy
+2,355
New +$63.4K 0.01% 232

Other funds holding EMCR

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WealthPlan Investment Management's EMCR Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF (EMCR) in Q3 2023, closing a stake of 2,355 shares — an estimated $63.4K sold.

WealthPlan Investment Management first reported a position in EMCR in Q1 2023 and held it in 2 quarters. The position peaked at $63.4K in Q2 2023. 12 funds tracked by Wall St. Rank hold EMCR as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,355 Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF shares in Q3 2023, an estimated $63.4K.
  • WealthPlan Investment Management first reported a position in Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF position peaked at $63.4K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.