Ladenburg Thalmann Financial Services’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$212K	Buy	4,668 +217	+5%	+$9.37K	﹤0.01%	2448
2019 Q3	$182K	Sell	4,451 -506	-10%	-$20.8K	﹤0.01%	2538
2019 Q2	$211K	Sell	4,957 -95	-2%	-$3.97K	﹤0.01%	2435
2019 Q1	$216K	Buy	5,052 +1,934	+62%	+$81.3K	﹤0.01%	2332
2018 Q4	$121K	Buy	3,118 +92	+3%	+$3.72K	﹤0.01%	2619
2018 Q3	$131K	Buy	3,026 +789	+35%	+$35.2K	﹤0.01%	2627
2018 Q2	$115K	Hold	2,237	–	–	﹤0.01%	2671
2018 Q1	$115K	Buy	2,237 +1,280	+134%	+$65.8K	﹤0.01%	2671
2017 Q4	$47K	Buy	957 +504	+111%	+$24.3K	﹤0.01%	3255
2017 Q3	$21K	Buy	453 +53	+13%	+$2.41K	﹤0.01%	3647
2017 Q2	$17K	Hold	400	–	–	﹤0.01%	3699
2017 Q1	$16K	Buy	+400	New	+$15.6K	﹤0.01%	3686

Other funds holding EMGF

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SFS

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EMGF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 4.9% in Q4 2019, buying an estimated $9.37K and bringing the position to 4,668 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Ladenburg Thalmann Financial Services first reported a position in EMGF in Q1 2017 and has held it in 12 quarters since. The position peaked at $216K in Q1 2019. 61 funds tracked by Wall St. Rank hold EMGF as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,668 shares of iShares Emerging Markets Equity Factor ETF worth $212K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 217 iShares Emerging Markets Equity Factor ETF shares in Q4 2019, an estimated $9.37K.
iShares Emerging Markets Equity Factor ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2448 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2017 and has held it in 12 quarters since.
Ladenburg Thalmann Financial Services's iShares Emerging Markets Equity Factor ETF position peaked at $216K in Q1 2019.
61 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.