PPW
EMGF icon

Pasadena Private Wealth’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Pasadena Private Wealth’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
-142,608
Closed -$5.15M – 81
2020
Q1 		$5.15M Buy
+142,608
New +$5.89M 2.12% 14

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 $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $446M AUM 21.49% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Pasadena Private Wealth's EMGF Position: Q2 2020 in Review

Pasadena Private Wealth sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2020, closing a stake of 142,608 shares — an estimated $5.15M sold.

Pasadena Private Wealth first reported a position in EMGF in Q1 2020 and held it in 1 quarter. The position peaked at $5.15M in Q1 2020. 53 funds tracked by Wall St. Rank hold EMGF as of Q2 2020.

  • Pasadena Private Wealth reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Pasadena Private Wealth sold 142,608 iShares Emerging Markets Equity Factor ETF shares in Q2 2020, an estimated $5.15M.
  • Pasadena Private Wealth first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2020 and held it in 1 quarter.
  • Pasadena Private Wealth's iShares Emerging Markets Equity Factor ETF position peaked at $5.15M in Q1 2020.
  • 53 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2020.

Based on Pasadena Private Wealth's 13F filing for Q2 2020, filed 5 Aug 2020.