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Alera Investment Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$7.54M Sell
151,377
-63,262
-29% -$2.97M 0.89% 27
2024
Q2 		$10M Buy
+214,639
New +$9.83M 1.2% 24
2019
Q1 		– Sell
-2,638
Closed -$102K – 1224
2018
Q4 		$102K Buy
+2,638
New +$107K 0.06% 113

Other funds holding EMGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alera Investment Advisors's EMGF Position: Q3 2024 in Review

Alera Investment Advisors reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 29% in Q3 2024, selling an estimated $2.97M and leaving 151,377 shares worth $7.54M. The position accounts for 0.89% of the portfolio, ranked #27.

Alera Investment Advisors first reported a position in EMGF in Q4 2018 and has held it in 3 quarters since. The position peaked at $10M in Q2 2024. 130 funds tracked by Wall St. Rank hold EMGF as of Q3 2024.

  • Alera Investment Advisors held 151,377 shares of iShares Emerging Markets Equity Factor ETF worth $7.54M as of Q3 2024.
  • Alera Investment Advisors sold 63,262 iShares Emerging Markets Equity Factor ETF shares in Q3 2024, an estimated $2.97M.
  • iShares Emerging Markets Equity Factor ETF made up 0.89% of Alera Investment Advisors's portfolio in Q3 2024, its #27 holding.
  • Alera Investment Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2018 and has held it in 3 quarters since.
  • Alera Investment Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $10M in Q2 2024.
  • 130 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.