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Gradient Investments’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Gradient Investments’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
Q3 		– Sell
-82
Closed -$3.83K – 600
2024
Q2 		$3.83K Buy
+82
New +$3.76K ﹤0.01% 897
2023
Q3 		– Sell
-20
Closed -$831 – 1838
2023
Q2 		$831 Buy
+20
New +$825 ﹤0.01% 1414

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's EMGF Position: Q3 2024 in Review

Gradient Investments sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2024, closing a stake of 82 shares — an estimated $3.83K sold.

Gradient Investments first reported a position in EMGF in Q2 2023 and held it in 2 quarters. The position peaked at $3.83K in Q2 2024. 130 funds tracked by Wall St. Rank hold EMGF as of Q3 2024.

  • Gradient Investments reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 82 iShares Emerging Markets Equity Factor ETF shares in Q3 2024, an estimated $3.83K.
  • Gradient Investments first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2023 and held it in 2 quarters.
  • Gradient Investments's iShares Emerging Markets Equity Factor ETF position peaked at $3.83K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.