OPS
EMGF icon

Orion Portfolio Solutions’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Orion Portfolio Solutions’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
2021
Q3 		– Sell
-3,941
Closed -$214K – 649
2021
Q2 		$214K Buy
+3,941
New +$211K 0.01% 577

Other funds holding EMGF

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
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
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Orion Portfolio Solutions's EMGF Position: Q3 2021 in Review

Orion Portfolio Solutions sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2021, closing a stake of 3,941 shares — an estimated $214K sold.

Orion Portfolio Solutions first reported a position in EMGF in Q2 2021 and held it in 1 quarter. The position peaked at $214K in Q2 2021. 70 funds tracked by Wall St. Rank hold EMGF as of Q3 2021.

  • Orion Portfolio Solutions reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,941 iShares Emerging Markets Equity Factor ETF shares in Q3 2021, an estimated $214K.
  • Orion Portfolio Solutions first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2021 and held it in 1 quarter.
  • Orion Portfolio Solutions's iShares Emerging Markets Equity Factor ETF position peaked at $214K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2021.

Based on Orion Portfolio Solutions's 13F filing for Q3 2021, filed 10 Nov 2021.