AWM
EMGF icon

Aspire Wealth Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Aspire Wealth Management’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 		$29.5K Hold
592
– – 0.02% 159
2024
Q2 		$27.6K Buy
592
+78
+15% +$3.57K 0.02% 147
2024
Q1 		$22.9K Hold
514
– – 0.01% 152
2023
Q4 		$22K Sell
514
-103
-17% -$4.29K 0.02% 142
2023
Q3 		$25.3K Buy
617
+70
+13% +$2.94K 0.02% 137
2023
Q2 		$22.8K Sell
547
-47
-8% -$1.94K 0.02% 143
2023
Q1 		$24.7K Buy
+594
New +$24.9K 0.02% 140

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

Aspire Wealth Management's EMGF Position: Q3 2024 in Review

Aspire Wealth Management held its iShares Emerging Markets Equity Factor ETF (EMGF) position steady in Q3 2024 at 592 shares worth $29.5K. The position accounts for 0.02% of the portfolio, ranked #159.

Aspire Wealth Management first reported a position in EMGF in Q1 2023 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold EMGF as of Q3 2024.

  • Aspire Wealth Management held 592 shares of iShares Emerging Markets Equity Factor ETF worth $29.5K as of Q3 2024.
  • Aspire Wealth Management left its iShares Emerging Markets Equity Factor ETF share count unchanged in Q3 2024.
  • iShares Emerging Markets Equity Factor ETF made up 0.02% of Aspire Wealth Management's portfolio in Q3 2024, its #159 holding.
  • Aspire Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and has held it in 7 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.