Mendel Capital Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Mendel Capital 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
2023 Q2	–	Sell	-5,207	Closed	-$216K	–	93
2023 Q1	$216K	Buy	+5,207	New	+$219K	0.2%	79

Other funds holding EMGF

Cerity Partners New York $70.8B AUM 21.68% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Mendel Capital Management's EMGF Position: Q2 2023 in Review

Mendel Capital Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2023, closing a stake of 5,207 shares — an estimated $216K sold.

Mendel Capital Management first reported a position in EMGF in Q1 2023 and held it in 1 quarter. The position peaked at $216K in Q1 2023. 116 funds tracked by Wall St. Rank hold EMGF as of Q2 2023.

Mendel Capital Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2023 after selling out during the quarter.
Mendel Capital Management sold 5,207 iShares Emerging Markets Equity Factor ETF shares in Q2 2023, an estimated $216K.
Mendel Capital Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and held it in 1 quarter.
Mendel Capital Management's iShares Emerging Markets Equity Factor ETF position peaked at $216K in Q1 2023.
116 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2023.

Based on Mendel Capital Management's 13F filing for Q2 2023, filed 17 Jul 2023.