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Goelzer Investment Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Goelzer Investment 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
Q2 		– Sell
-8,569
Closed -$366K – 261
2019
Q1 		$366K Buy
+8,569
New +$360K 0.03% 225

Other funds holding EMGF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goelzer Investment Management's EMGF Position: Q2 2019 in Review

Goelzer Investment Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2019, closing a stake of 8,569 shares — an estimated $366K sold.

Goelzer Investment Management first reported a position in EMGF in Q1 2019 and held it in 1 quarter. The position peaked at $366K in Q1 2019. 53 funds tracked by Wall St. Rank hold EMGF as of Q2 2019.

  • Goelzer Investment Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 8,569 iShares Emerging Markets Equity Factor ETF shares in Q2 2019, an estimated $366K.
  • Goelzer Investment Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2019 and held it in 1 quarter.
  • Goelzer Investment Management's iShares Emerging Markets Equity Factor ETF position peaked at $366K in Q1 2019.
  • 53 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2019.

Based on Goelzer Investment Management's 13F filing for Q2 2019, filed 29 Jul 2019.