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Ehrlich Financial Group’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Ehrlich Financial Group’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 		– Sell
-22,226
Closed -$953K – 100
2023
Q4 		$953K Buy
+22,226
New +$926K 0.96% 28

Other funds holding EMGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
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

Ehrlich Financial Group's EMGF Position: Q1 2024 in Review

Ehrlich Financial Group sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2024, closing a stake of 22,226 shares — an estimated $953K sold.

Ehrlich Financial Group first reported a position in EMGF in Q4 2023 and held it in 1 quarter. The position peaked at $953K in Q4 2023. 125 funds tracked by Wall St. Rank hold EMGF as of Q1 2024.

  • Ehrlich Financial Group reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 22,226 iShares Emerging Markets Equity Factor ETF shares in Q1 2024, an estimated $953K.
  • Ehrlich Financial Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2023 and held it in 1 quarter.
  • Ehrlich Financial Group's iShares Emerging Markets Equity Factor ETF position peaked at $953K in Q4 2023.
  • 125 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2024.

Based on Ehrlich Financial Group's 13F filing for Q1 2024, filed 15 Apr 2024.