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

Clarus Wealth 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
2019
Q3 		– Sell
-161
Closed -$7K – 249
2019
Q2 		$7K Buy
+161
New +$6.72K 0.01% 468

Other funds holding EMGF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Clarus Wealth Advisors's EMGF Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2019, closing a stake of 161 shares — an estimated $7K sold.

Clarus Wealth Advisors first reported a position in EMGF in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 60 funds tracked by Wall St. Rank hold EMGF as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 161 iShares Emerging Markets Equity Factor ETF shares in Q3 2019, an estimated $7K.
  • Clarus Wealth Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2019 and held it in 1 quarter.
  • Clarus Wealth Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $7K in Q2 2019.
  • 60 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.