W
QEMM icon

Wealthquest’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Wealthquest’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
2019
Q4 		$333K Sell
5,480
-450
-8% -$26.7K 0.1% 98
2019
Q3 		$340K Buy
+5,930
New +$340K 0.11% 94

Other funds holding QEMM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Wealthquest's QEMM Position: Q4 2019 in Review

Wealthquest reduced its State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) stake by 7.6% in Q4 2019, selling an estimated $26.7K and leaving 5,480 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #98.

Wealthquest first reported a position in QEMM in Q3 2019 and has held it in 2 quarters since. The position peaked at $340K in Q3 2019. 39 funds tracked by Wall St. Rank hold QEMM as of Q4 2019.

  • Wealthquest held 5,480 shares of State Street SPDR MSCI Emerging Markets StrategicFactors ETF worth $333K as of Q4 2019.
  • Wealthquest sold 450 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q4 2019, an estimated $26.7K.
  • State Street SPDR MSCI Emerging Markets StrategicFactors ETF made up 0.1% of Wealthquest's portfolio in Q4 2019, its #98 holding.
  • Wealthquest first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q3 2019 and has held it in 2 quarters since.
  • Wealthquest's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $340K in Q3 2019.
  • 39 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.