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Cassady Schiller Wealth Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Cassady Schiller Wealth 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
2023
Q1 		– Sell
-1,126
Closed -$46.2K – 475
2022
Q4 		$46.2K Buy
+1,126
New +$45.6K 0.03% 199

Other funds holding EMGF

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 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

Cassady Schiller Wealth Management's EMGF Position: Q1 2023 in Review

Cassady Schiller Wealth Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2023, closing a stake of 1,126 shares — an estimated $46.2K sold.

Cassady Schiller Wealth Management first reported a position in EMGF in Q4 2022 and held it in 1 quarter. The position peaked at $46.2K in Q4 2022. 123 funds tracked by Wall St. Rank hold EMGF as of Q1 2023.

  • Cassady Schiller Wealth Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 1,126 iShares Emerging Markets Equity Factor ETF shares in Q1 2023, an estimated $46.2K.
  • Cassady Schiller Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2022 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $46.2K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.