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Halbert Hargrove Global Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Halbert Hargrove Global Advisors’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
Q3 		– Sell
-15,567
Closed -$843K – 151
2021
Q2 		$843K Sell
15,567
-388
-2% -$20.8K 0.06% 54
2021
Q1 		$830K Buy
15,955
+6,115
+62% +$318K 0.06% 46
2020
Q4 		$483K Buy
9,840
+4,408
+81% +$204K 0.04% 58
2020
Q3 		$238K Buy
+5,432
New +$238K 0.02% 84

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
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
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Halbert Hargrove Global Advisors's EMGF Position: Q3 2021 in Review

Halbert Hargrove Global Advisors sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2021, closing a stake of 15,567 shares — an estimated $843K sold.

Halbert Hargrove Global Advisors first reported a position in EMGF in Q3 2020 and held it in 4 quarters. The position peaked at $843K in Q2 2021. 70 funds tracked by Wall St. Rank hold EMGF as of Q3 2021.

  • Halbert Hargrove Global Advisors reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 15,567 iShares Emerging Markets Equity Factor ETF shares in Q3 2021, an estimated $843K.
  • Halbert Hargrove Global Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2020 and held it in 4 quarters.
  • Halbert Hargrove Global Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $843K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2021.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.