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Partnervest Advisory Services’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Partnervest Advisory 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
2018
Q3 		– Sell
-4,516
Closed -$209K – 229
2018
Q2 		$209K Buy
+4,516
New +$224K 0.1% 189

Other funds holding EMGF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return

Partnervest Advisory Services's EMGF Position: Q3 2018 in Review

Partnervest Advisory Services sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2018, closing a stake of 4,516 shares — an estimated $209K sold.

Partnervest Advisory Services first reported a position in EMGF in Q2 2018 and held it in 1 quarter. The position peaked at $209K in Q2 2018. 51 funds tracked by Wall St. Rank hold EMGF as of Q3 2018.

  • Partnervest Advisory Services reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Partnervest Advisory Services sold 4,516 iShares Emerging Markets Equity Factor ETF shares in Q3 2018, an estimated $209K.
  • Partnervest Advisory Services first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2018 and held it in 1 quarter.
  • Partnervest Advisory Services's iShares Emerging Markets Equity Factor ETF position peaked at $209K in Q2 2018.
  • 51 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2018.

Based on Partnervest Advisory Services's 13F filing for Q3 2018, filed 30 Oct 2018.