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BTS Asset Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

BTS Asset 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
2022
Q4 		– Sell
-33,691
Closed -$1.18M – 46
2022
Q3 		$1.18M Buy
+33,691
New +$1.43M 3.72% 8

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

BTS Asset Management's EMGF Position: Q4 2022 in Review

BTS Asset Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2022, closing a stake of 33,691 shares — an estimated $1.18M sold.

BTS Asset Management first reported a position in EMGF in Q3 2022 and held it in 1 quarter. The position peaked at $1.18M in Q3 2022. 99 funds tracked by Wall St. Rank hold EMGF as of Q4 2022.

  • BTS Asset Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2022 after selling out during the quarter.
  • BTS Asset Management sold 33,691 iShares Emerging Markets Equity Factor ETF shares in Q4 2022, an estimated $1.18M.
  • BTS Asset Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2022 and held it in 1 quarter.
  • BTS Asset Management's iShares Emerging Markets Equity Factor ETF position peaked at $1.18M in Q3 2022.
  • 99 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2022.

Based on BTS Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.