Sowell Financial Services’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-772	Closed	-$41K	–	1143
2021 Q1	$41K	Hold	772	–	–	﹤0.01%	1738
2020 Q4	$38K	Hold	772	–	–	﹤0.01%	1500
2020 Q3	$34K	Sell	772 -726	-48%	-$31.7K	﹤0.01%	1340
2020 Q2	$59K	Buy	1,498 +1,283	+597%	+$48.2K	﹤0.01%	1120
2020 Q1	$7K	Buy	215 +40	+23%	+$1.65K	﹤0.01%	1707
2019 Q4	$8K	Sell	175 -12	-6%	-$518	﹤0.01%	1750
2019 Q3	$8K	Buy	+187	New	+$7.68K	﹤0.01%	1599

Other funds holding EMGF

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SFS

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Sowell Financial Services's EMGF Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2021, closing a stake of 772 shares — an estimated $41K sold.

Sowell Financial Services first reported a position in EMGF in Q3 2019 and held it in 7 quarters. The position peaked at $59K in Q2 2020. 76 funds tracked by Wall St. Rank hold EMGF as of Q2 2021.

Sowell Financial Services reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 772 iShares Emerging Markets Equity Factor ETF shares in Q2 2021, an estimated $41K.
Sowell Financial Services first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares Emerging Markets Equity Factor ETF position peaked at $59K in Q2 2020.
76 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.