Advisor Group’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Advisor Group’s Portfolio EMGF Stock Details EMGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$270K	Buy	5,927 +1,473	+33%	+$63.6K	﹤0.01%	2157
2019 Q3	$182K	Sell	4,454 -3,134	-41%	-$129K	﹤0.01%	2390
2019 Q2	$320K	Buy	7,588 +5,218	+220%	+$218K	﹤0.01%	1945
2019 Q1	$102K	Sell	2,370 -471	-17%	-$19.8K	﹤0.01%	2839
2018 Q4	$110K	Buy	2,841 +924	+48%	+$37.3K	﹤0.01%	2573
2018 Q3	$82K	Buy	+1,917	New	+$85.5K	﹤0.01%	2894

Other funds holding EMGF

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

Advisor Group's EMGF Position: Q4 2019 in Review

Advisor Group increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 33% in Q4 2019, buying an estimated $63.6K and bringing the position to 5,927 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Advisor Group first reported a position in EMGF in Q3 2018 and has held it in 6 quarters since. The position peaked at $320K in Q2 2019. 61 funds tracked by Wall St. Rank hold EMGF as of Q4 2019.

Advisor Group held 5,927 shares of iShares Emerging Markets Equity Factor ETF worth $270K as of Q4 2019.
Advisor Group bought 1,473 iShares Emerging Markets Equity Factor ETF shares in Q4 2019, an estimated $63.6K.
iShares Emerging Markets Equity Factor ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2157 holding.
Advisor Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2018 and has held it in 6 quarters since.
Advisor Group's iShares Emerging Markets Equity Factor ETF position peaked at $320K in Q2 2019.
61 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.