SGAM
EMGF icon

Stephens Group Asset Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Stephens Group Asset 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
2020
Q1 		– Sell
-8,000
Closed -$364K – 23
2019
Q4 		$364K Buy
+8,000
New +$345K 0.05% 20

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 $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $446M AUM 21.49% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Stephens Group Asset Management's EMGF Position: Q1 2020 in Review

Stephens Group Asset Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2020, closing a stake of 8,000 shares — an estimated $364K sold.

Stephens Group Asset Management first reported a position in EMGF in Q4 2019 and held it in 1 quarter. The position peaked at $364K in Q4 2019. 59 funds tracked by Wall St. Rank hold EMGF as of Q1 2020.

  • Stephens Group Asset Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Stephens Group Asset Management sold 8,000 iShares Emerging Markets Equity Factor ETF shares in Q1 2020, an estimated $364K.
  • Stephens Group Asset Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2019 and held it in 1 quarter.
  • Stephens Group Asset Management's iShares Emerging Markets Equity Factor ETF position peaked at $364K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2020.

Based on Stephens Group Asset Management's 13F filing for Q1 2020, filed 13 Apr 2020.