Running Point Capital Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Running Point Capital Advisors’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
2023 Q4	–	Sell	-736	Closed	-$30.1K	–	163
2023 Q3	$30.1K	Hold	736	–	–	0.02%	120
2023 Q2	$30.6K	Hold	736	–	–	0.02%	121
2023 Q1	$30.6K	Hold	736	–	–	0.02%	119
2022 Q4	$30.2K	Hold	736	–	–	0.02%	176
2022 Q3	$28K	Hold	736	–	–	0.02%	170
2022 Q2	$32K	Hold	736	–	–	0.02%	171
2022 Q1	$36K	Hold	736	–	–	0.02%	167
2021 Q4	$38K	Buy	736 +677	+1,147%	+$34.8K	0.02%	96
2021 Q3	$3K	Sell	59 -46	-44%	-$2.42K	﹤0.01%	156
2021 Q2	$6K	Hold	105	–	–	﹤0.01%	141
2021 Q1	$5K	Hold	105	–	–	﹤0.01%	127
2020 Q4	$5K	Buy	+105	New	+$4.87K	﹤0.01%	117

Other funds holding EMGF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Running Point Capital Advisors's EMGF Position: Q4 2023 in Review

Running Point Capital Advisors sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2023, closing a stake of 736 shares — an estimated $30.1K sold.

Running Point Capital Advisors first reported a position in EMGF in Q4 2020 and held it in 12 quarters. The position peaked at $38K in Q4 2021. 136 funds tracked by Wall St. Rank hold EMGF as of Q4 2023.

Running Point Capital Advisors reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
Running Point Capital Advisors sold 736 iShares Emerging Markets Equity Factor ETF shares in Q4 2023, an estimated $30.1K.
Running Point Capital Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2020 and held it in 12 quarters.
Running Point Capital Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $38K in Q4 2021.
136 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2023.

Based on Running Point Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.