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Bogart Wealth LLC’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-2
Closed -$86 – 1087
2023
Q4 		$86 Buy
+2
New +$83 ﹤0.01% 1048

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Bogart Wealth LLC's EMGF Position: Q1 2024 in Review

Bogart Wealth LLC sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2024, closing a stake of 2 shares — an estimated $86 sold.

Bogart Wealth LLC first reported a position in EMGF in Q4 2023 and held it in 1 quarter. The position peaked at $86 in Q4 2023. 125 funds tracked by Wall St. Rank hold EMGF as of Q1 2024.

  • Bogart Wealth LLC reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 2 iShares Emerging Markets Equity Factor ETF shares in Q1 2024, an estimated $86.
  • Bogart Wealth LLC first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's iShares Emerging Markets Equity Factor ETF position peaked at $86 in Q4 2023.
  • 125 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.