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Axim Planning & Wealth’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-82
Closed -$3K – 70
2022
Q3 		$3K Sell
82
-74
-47% -$3.14K ﹤0.01% 142
2022
Q2 		$7K Buy
+156
New +$7.12K 0.01% 103

Other funds holding EMGF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axim Planning & Wealth's EMGF Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2022, closing a stake of 82 shares — an estimated $3K sold.

Axim Planning & Wealth first reported a position in EMGF in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 99 funds tracked by Wall St. Rank hold EMGF as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 82 iShares Emerging Markets Equity Factor ETF shares in Q4 2022, an estimated $3K.
  • Axim Planning & Wealth first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares Emerging Markets Equity Factor ETF position peaked at $7K in Q2 2022.
  • 99 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.