Next Financial Group’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Next Financial Group’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 Q1	–	Sell	-500	Closed	-$23K	–	2193
2019 Q4	$23K	Hold	500	–	–	﹤0.01%	1473
2019 Q3	$20K	Hold	500	–	–	﹤0.01%	1440
2019 Q2	$21K	Hold	500	–	–	﹤0.01%	1443
2019 Q1	$21K	Hold	500	–	–	0.01%	949
2018 Q4	$19K	Hold	500	–	–	﹤0.01%	1108
2018 Q3	$22K	Buy	+500	New	+$22.3K	0.01%	750

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Next Financial Group's EMGF Position: Q1 2020 in Review

Next Financial Group sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2020, closing a stake of 500 shares — an estimated $23K sold.

Next Financial Group first reported a position in EMGF in Q3 2018 and held it in 6 quarters. The position peaked at $23K in Q4 2019. 59 funds tracked by Wall St. Rank hold EMGF as of Q1 2020.

Next Financial Group reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 500 iShares Emerging Markets Equity Factor ETF shares in Q1 2020, an estimated $23K.
Next Financial Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2018 and held it in 6 quarters.
Next Financial Group's iShares Emerging Markets Equity Factor ETF position peaked at $23K in Q4 2019.
59 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.