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Prestige Wealth Management Group’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Prestige Wealth Management 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
Q3 		– Sell
-37
Closed -$1K – 887
2020
Q2 		$1K Hold
37
– – ﹤0.01% 757
2020
Q1 		$1K Sell
37
-26,760
-100% -$1.11M ﹤0.01% 733
2019
Q4 		$1.22M Buy
26,797
+1,781
+7% +$76.9K 0.67% 27
2019
Q3 		$1.02M Buy
25,016
+3,026
+14% +$124K 0.6% 28
2019
Q2 		$926K Buy
21,990
+412
+2% +$17.2K 0.56% 28
2019
Q1 		$923K Buy
21,578
+704
+3% +$29.6K 0.57% 33
2018
Q4 		$808K Buy
+20,874
New +$844K 0.59% 38

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 $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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Prestige Wealth Management Group's EMGF Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2020, closing a stake of 37 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in EMGF in Q4 2018 and held it in 7 quarters. The position peaked at $1.22M in Q4 2019. 53 funds tracked by Wall St. Rank hold EMGF as of Q3 2020.

  • Prestige Wealth Management Group reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 37 iShares Emerging Markets Equity Factor ETF shares in Q3 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2018 and held it in 7 quarters.
  • Prestige Wealth Management Group's iShares Emerging Markets Equity Factor ETF position peaked at $1.22M in Q4 2019.
  • 53 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.