FCH
EMGF icon

Freestone Capital Holdings’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-15
Closed -$715 – 601
2020
Q4 		$715 Buy
15
+1
+7% +$46 ﹤0.01% 1241
2020
Q3 		$631 Buy
+14
New +$612 ﹤0.01% 1155

Other funds holding EMGF

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Freestone Capital Holdings's EMGF Position: Q1 2021 in Review

Freestone Capital Holdings sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2021, closing a stake of 15 shares — an estimated $715 sold.

Freestone Capital Holdings first reported a position in EMGF in Q3 2020 and held it in 2 quarters. The position peaked at $715 in Q4 2020. 72 funds tracked by Wall St. Rank hold EMGF as of Q1 2021.

  • Freestone Capital Holdings reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 15 iShares Emerging Markets Equity Factor ETF shares in Q1 2021, an estimated $715.
  • Freestone Capital Holdings first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's iShares Emerging Markets Equity Factor ETF position peaked at $715 in Q4 2020.
  • 72 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.