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Cary Street Partners Investment Advisory’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-120
Closed -$4.91K – 945
2023
Q3 		$4.91K Buy
+120
New +$5.04K ﹤0.01% 1484

Other funds holding EMGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cary Street Partners Investment Advisory's EMGF Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2023, closing a stake of 120 shares — an estimated $4.91K sold.

Cary Street Partners Investment Advisory first reported a position in EMGF in Q3 2023 and held it in 1 quarter. The position peaked at $4.91K in Q3 2023. 136 funds tracked by Wall St. Rank hold EMGF as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 120 iShares Emerging Markets Equity Factor ETF shares in Q4 2023, an estimated $4.91K.
  • Cary Street Partners Investment Advisory first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares Emerging Markets Equity Factor ETF position peaked at $4.91K in Q3 2023.
  • 136 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.