Coppell Advisory Solutions’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Coppell Advisory Solutions’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	$30.5K	Buy	+711	New	+$29.6K	0.01%	619

Other funds holding EMGF

SFS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Coppell Advisory Solutions's EMGF Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2023: 711 shares worth $30.5K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings.

136 funds tracked by Wall St. Rank hold EMGF as of Q4 2023.

Coppell Advisory Solutions held 711 shares of iShares Emerging Markets Equity Factor ETF worth $30.5K as of Q4 2023.
iShares Emerging Markets Equity Factor ETF was a new Coppell Advisory Solutions position in Q4 2023.
iShares Emerging Markets Equity Factor ETF made up 0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #619 holding.
136 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.