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MBE Wealth Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

MBE Wealth Management’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
-671
Closed -$23K – 181
2020
Q1 		$23K Buy
+671
New +$27.7K 0.02% 198

Other funds holding EMGF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MM
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

MBE Wealth Management's EMGF Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2020, closing a stake of 671 shares — an estimated $23K sold.

MBE Wealth Management first reported a position in EMGF in Q1 2020 and held it in 1 quarter. The position peaked at $23K in Q1 2020. 53 funds tracked by Wall St. Rank hold EMGF as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 671 iShares Emerging Markets Equity Factor ETF shares in Q2 2020, an estimated $23K.
  • MBE Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $23K in Q1 2020.
  • 53 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.