Financial Gravity Asset Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Financial Gravity Asset 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	-5	Closed	–	–	1456
2019 Q3	$0	Buy	5 +1	+25%	+$41	﹤0.01%	1295
2019 Q2	$0	Sell	4 -5	-56%	-$209	﹤0.01%	1341
2019 Q1	$0	Buy	+9	New	+$378	﹤0.01%	1374
2018 Q3	$39K	Buy	1,012 +81	+9%	+$3.61K	0.04%	384
2018 Q2	$42K	Buy	+931	New	+$46.1K	0.04%	369

Other funds holding EMGF

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return

HCA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Asset Management's EMGF Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2019, closing a stake of 5 shares.

Financial Gravity Asset Management first reported a position in EMGF in Q2 2018 and held it in 5 quarters. The position peaked at $42K in Q2 2018. 61 funds tracked by Wall St. Rank hold EMGF as of Q4 2019.

Financial Gravity Asset Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 5 iShares Emerging Markets Equity Factor ETF shares in Q4 2019.
Financial Gravity Asset Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2018 and held it in 5 quarters.
Financial Gravity Asset Management's iShares Emerging Markets Equity Factor ETF position peaked at $42K in Q2 2018.
61 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.