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

Selective Wealth Management’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
2022
Q4 		– Sell
-2,186
Closed -$84K – 283
2022
Q3 		$84K Sell
2,186
-396
-15% -$16.8K 0.04% 230
2022
Q2 		$111K Sell
2,582
-294
-10% -$13.4K 0.04% 204
2022
Q1 		$139K Sell
2,876
-387
-12% -$19.3K 0.05% 176
2021
Q4 		$167K Buy
3,263
+1,214
+59% +$62.5K 0.07% 140
2021
Q3 		$106K Buy
+2,049
New +$108K 0.06% 173

Other funds holding EMGF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Selective Wealth Management's EMGF Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2022, closing a stake of 2,186 shares — an estimated $84K sold.

Selective Wealth Management first reported a position in EMGF in Q3 2021 and held it in 5 quarters. The position peaked at $167K in Q4 2021. 99 funds tracked by Wall St. Rank hold EMGF as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,186 iShares Emerging Markets Equity Factor ETF shares in Q4 2022, an estimated $84K.
  • Selective Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $167K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.