Lucia Wealth Services’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Lucia Wealth 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
2020 Q2	–	Sell	-44,483	Closed	-$1.53M	–	180
2020 Q1	$1.53M	Sell	44,483 -56,767	-56%	-$2.35M	0.51%	35
2019 Q4	$4.61M	Sell	101,250 -22,347	-18%	-$965K	1.42%	20
2019 Q3	$5.05M	Sell	123,597 -12,006	-9%	-$493K	1.68%	20
2019 Q2	$5.71M	Sell	135,603 -3,271	-2%	-$137K	1.97%	16
2019 Q1	$5.94M	Buy	138,874 +18,906	+16%	+$795K	2.04%	15
2018 Q4	$4.65M	Sell	119,968 -40,144	-25%	-$1.62M	2.19%	14
2018 Q3	$6.92M	Buy	+160,112	New	+$7.14M	2.16%	13

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

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

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

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

HCA

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Lucia Wealth Services's EMGF Position: Q2 2020 in Review

Lucia Wealth Services sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2020, closing a stake of 44,483 shares — an estimated $1.53M sold.

Lucia Wealth Services first reported a position in EMGF in Q3 2018 and held it in 7 quarters. The position peaked at $6.92M in Q3 2018. 53 funds tracked by Wall St. Rank hold EMGF as of Q2 2020.

Lucia Wealth Services reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
Lucia Wealth Services sold 44,483 iShares Emerging Markets Equity Factor ETF shares in Q2 2020, an estimated $1.53M.
Lucia Wealth Services first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2018 and held it in 7 quarters.
Lucia Wealth Services's iShares Emerging Markets Equity Factor ETF position peaked at $6.92M in Q3 2018.
53 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2020.

Based on Lucia Wealth Services's 13F filing for Q2 2020, filed 29 Jul 2020.