SWM
EMGF icon

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

Spire 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
2024
Q2 		– Sell
-44
Closed -$1.96K – 2261
2024
Q1 		$1.96K Sell
44
-137
-76% -$5.9K ﹤0.01% 2106
2023
Q4 		$7.48K Sell
181
-55
-23% -$2.29K ﹤0.01% 1835
2023
Q3 		$9.65K Sell
236
-211
-47% -$8.86K ﹤0.01% 1743
2023
Q2 		$18.6K Hold
447
– – ﹤0.01% 1615
2023
Q1 		$18.6K Buy
+447
New +$18.8K ﹤0.01% 1651

Other funds holding EMGF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Spire Wealth Management's EMGF Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2024, closing a stake of 44 shares — an estimated $1.96K sold.

Spire Wealth Management first reported a position in EMGF in Q1 2023 and held it in 5 quarters. The position peaked at $18.6K in Q2 2023. 127 funds tracked by Wall St. Rank hold EMGF as of Q2 2024.

  • Spire Wealth Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 44 iShares Emerging Markets Equity Factor ETF shares in Q2 2024, an estimated $1.96K.
  • Spire Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and held it in 5 quarters.
  • Spire Wealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $18.6K in Q2 2023.
  • 127 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.