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LBMC Investment Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

LBMC Investment 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
2022
Q4 		– Sell
-6,751
Closed -$259K – 159
2022
Q3 		$259K Buy
6,751
+1,178
+21% +$50K 0.03% 124
2022
Q2 		$239K Buy
+5,573
New +$254K 0.03% 131

Other funds holding EMGF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LBMC Investment Advisors's EMGF Position: Q4 2022 in Review

LBMC Investment Advisors sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2022, closing a stake of 6,751 shares — an estimated $259K sold.

LBMC Investment Advisors first reported a position in EMGF in Q2 2022 and held it in 2 quarters. The position peaked at $259K in Q3 2022. 99 funds tracked by Wall St. Rank hold EMGF as of Q4 2022.

  • LBMC Investment Advisors reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2022 after selling out during the quarter.
  • LBMC Investment Advisors sold 6,751 iShares Emerging Markets Equity Factor ETF shares in Q4 2022, an estimated $259K.
  • LBMC Investment Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2022 and held it in 2 quarters.
  • LBMC Investment Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $259K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2022.

Based on LBMC Investment Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.