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

Bigelow 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
2020 Q4	–	Sell	-4,720	Closed	-$207K	–	141
2020 Q3	$207K	Sell	4,720 -1,200	-20%	-$52.5K	0.12%	132
2020 Q2	$233K	Sell	5,920 -570	-9%	-$21.4K	0.15%	129
2020 Q1	$223K	Sell	6,490 -2,550	-28%	-$105K	0.17%	127
2019 Q4	$412K	Buy	9,040 +120	+1%	+$5.18K	0.24%	109
2019 Q3	$365K	Hold	8,920	–	–	0.23%	111
2019 Q2	$376K	Hold	8,920	–	–	0.25%	106
2019 Q1	$381K	Sell	8,920 -150	-2%	-$6.3K	0.26%	107
2018 Q4	$351K	Sell	9,070 -920	-9%	-$37.2K	0.26%	111
2018 Q3	$432K	Hold	9,990	–	–	0.29%	99
2018 Q2	$461K	Sell	9,990 -100	-1%	-$4.95K	0.31%	94
2018 Q1	$518K	Buy	10,090 +5,670	+128%	+$292K	0.35%	84
2017 Q4	$219K	Buy	+4,420	New	+$214K	0.22%	94

Other funds holding EMGF

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

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

SFS

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Bigelow Investment Advisors's EMGF Position: Q4 2020 in Review

Bigelow Investment Advisors sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2020, closing a stake of 4,720 shares — an estimated $207K sold.

Bigelow Investment Advisors first reported a position in EMGF in Q4 2017 and held it in 12 quarters. The position peaked at $518K in Q1 2018. 67 funds tracked by Wall St. Rank hold EMGF as of Q4 2020.

Bigelow Investment Advisors reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2020 after selling out during the quarter.
Bigelow Investment Advisors sold 4,720 iShares Emerging Markets Equity Factor ETF shares in Q4 2020, an estimated $207K.
Bigelow Investment Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2017 and held it in 12 quarters.
Bigelow Investment Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $518K in Q1 2018.
67 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2020.

Based on Bigelow Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.