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

Cornerstone 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
2019 Q4	–	Sell	-8,255	Closed	-$337K	–	353
2019 Q3	$337K	Buy	8,255 +553	+7%	+$22.7K	0.06%	251
2019 Q2	$325K	Sell	7,702 -1,947	-20%	-$81.3K	0.06%	263
2019 Q1	$889K	Sell	9,649 -112	-1%	-$4.71K	0.11%	196
2018 Q4	$377K	Buy	+9,761	New	+$394K	0.08%	238

Other funds holding EMGF

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $446M AUM 21.49% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cornerstone Wealth Management's EMGF Position: Q4 2019 in Review

Cornerstone Wealth Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2019, closing a stake of 8,255 shares — an estimated $337K sold.

Cornerstone Wealth Management first reported a position in EMGF in Q4 2018 and held it in 4 quarters. The position peaked at $889K in Q1 2019. 61 funds tracked by Wall St. Rank hold EMGF as of Q4 2019.

Cornerstone Wealth Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2019 after selling out during the quarter.
Cornerstone Wealth Management sold 8,255 iShares Emerging Markets Equity Factor ETF shares in Q4 2019, an estimated $337K.
Cornerstone Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2018 and held it in 4 quarters.
Cornerstone Wealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $889K in Q1 2019.
61 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2019.

Based on Cornerstone Wealth Management's 13F filing for Q4 2019, filed 20 Feb 2020.