JP Morgan Private Wealth Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$440K	Hold	10,755	–	–	﹤0.01%	1298
2023 Q2	$447K	Sell	10,755 -665	-6%	-$27.4K	﹤0.01%	1082
2023 Q1	$474K	Hold	11,420	–	–	﹤0.01%	1500
2022 Q4	$469K	Sell	11,420 -70	-0.6%	-$2.84K	﹤0.01%	1496
2022 Q3	$442K	Buy	+11,490	New	+$487K	﹤0.01%	1513
2019 Q2	–	Sell	-9,314	Closed	-$398K	–	1400
2019 Q1	$398K	Sell	9,314 -18,743	-67%	-$788K	﹤0.01%	1105
2018 Q4	$1.09M	Sell	28,057 -14,295	-34%	-$578K	0.01%	728
2018 Q3	$1.83M	Sell	42,352 -278,207	-87%	-$12.4M	0.01%	648
2018 Q2	$14.8M	Sell	320,559 -27,961	-8%	-$1.38M	0.08%	223
2018 Q1	$17.9M	Buy	+348,520	New	+$17.9M	0.12%	165

Other funds holding EMGF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $446M AUM 21.49% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EMGF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its iShares Emerging Markets Equity Factor ETF (EMGF) position steady in Q3 2023 at 10,755 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

JP Morgan Private Wealth Advisors first reported a position in EMGF in Q1 2018 and has held it in 10 quarters since. The position peaked at $17.9M in Q1 2018. 125 funds tracked by Wall St. Rank hold EMGF as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,755 shares of iShares Emerging Markets Equity Factor ETF worth $440K as of Q3 2023.
JP Morgan Private Wealth Advisors left its iShares Emerging Markets Equity Factor ETF share count unchanged in Q3 2023.
iShares Emerging Markets Equity Factor ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1298 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2018 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $17.9M in Q1 2018.
125 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.