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

Cetera 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
2024 Q1	$400K	Sell	8,982 -680	-7%	-$29.3K	﹤0.01%	1753
2023 Q4	$414K	Buy	9,662 +225	+2%	+$9.38K	0.01%	1236
2023 Q3	$386K	Hold	9,437	–	–	0.01%	1195
2023 Q2	$392K	Buy	9,437 +152	+2%	+$6.27K	0.01%	1168
2023 Q1	$386K	Sell	9,285 -671	-7%	-$28.2K	0.01%	1150
2022 Q4	$409K	Sell	9,956 -971	-9%	-$39.4K	0.01%	1077
2022 Q3	$420K	Sell	10,927 -3,255	-23%	-$138K	0.01%	854
2022 Q2	$609K	Buy	14,182 +1,117	+9%	+$51K	0.01%	758
2022 Q1	$632K	Buy	13,065 +646	+5%	+$32.3K	0.01%	787
2021 Q4	$635K	Buy	12,419 +2,258	+22%	+$116K	0.01%	789
2021 Q3	$524K	Buy	10,161 +1,055	+12%	+$55.6K	0.01%	867
2021 Q2	$493K	Buy	9,106 +4,620	+103%	+$247K	0.01%	826
2021 Q1	$233K	Buy	+4,486	New	+$233K	0.01%	1074
2019 Q2	–	Sell	-1,755	Closed	-$75K	–	988
2019 Q1	$75K	Buy	+1,755	New	+$73.8K	﹤0.01%	929

Other funds holding EMGF

SFS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cetera Advisors's EMGF Position: Q1 2024 in Review

Cetera Advisors reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 7% in Q1 2024, selling an estimated $29.3K and leaving 8,982 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Cetera Advisors first reported a position in EMGF in Q1 2019 and has held it in 14 quarters since. The position peaked at $635K in Q4 2021. 125 funds tracked by Wall St. Rank hold EMGF as of Q1 2024.

Cetera Advisors held 8,982 shares of iShares Emerging Markets Equity Factor ETF worth $400K as of Q1 2024.
Cetera Advisors sold 680 iShares Emerging Markets Equity Factor ETF shares in Q1 2024, an estimated $29.3K.
iShares Emerging Markets Equity Factor ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1753 holding.
Cetera Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2019 and has held it in 14 quarters since.
Cetera Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $635K in Q4 2021.
125 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.