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WR Wealth Planners’s ProShares Trust Short MSCI Emerging Markets EUM Stock Holding History

WR Wealth Planners’s Portfolio EUM Stock Details EUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9
Closed -$305 – 516
2022
Q3 		$305 Buy
+9
New +$274 ﹤0.01% 462

Other funds holding EUM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

WR Wealth Planners's EUM Position: Q4 2022 in Review

WR Wealth Planners sold out of ProShares Trust Short MSCI Emerging Markets (EUM) in Q4 2022, closing a stake of 9 shares — an estimated $305 sold.

WR Wealth Planners first reported a position in EUM in Q3 2022 and held it in 1 quarter. The position peaked at $305 in Q3 2022. 21 funds tracked by Wall St. Rank hold EUM as of Q4 2022.

  • WR Wealth Planners reported no remaining ProShares Trust Short MSCI Emerging Markets position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 9 ProShares Trust Short MSCI Emerging Markets shares in Q4 2022, an estimated $305.
  • WR Wealth Planners first reported a position in ProShares Trust Short MSCI Emerging Markets in Q3 2022 and held it in 1 quarter.
  • WR Wealth Planners's ProShares Trust Short MSCI Emerging Markets position peaked at $305 in Q3 2022.
  • 21 funds tracked by Wall St. Rank held ProShares Trust Short MSCI Emerging Markets as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.