Householder Group Estate & Retirement Specialist’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q2	–	Sell	-410	Closed	-$18.3K	–	1234
2024 Q1	$18.3K	Buy	410 +297	+263%	+$12.8K	0.01%	694
2023 Q4	$4K	Hold	113	–	–	﹤0.01%	911
2023 Q3	$4.62K	Buy	+113	New	+$4.75K	﹤0.01%	951
2023 Q1	$5K	Buy	+113	New	+$4.75K	﹤0.01%	951

Other funds holding EMGF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EMGF Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2024, closing a stake of 410 shares — an estimated $18.3K sold.

Householder Group Estate & Retirement Specialist first reported a position in EMGF in Q1 2023 and held it in 4 quarters. The position peaked at $18.3K in Q1 2024. 127 funds tracked by Wall St. Rank hold EMGF as of Q2 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 410 iShares Emerging Markets Equity Factor ETF shares in Q2 2024, an estimated $18.3K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's iShares Emerging Markets Equity Factor ETF position peaked at $18.3K in Q1 2024.
127 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.