Stifel Financial
EMGF icon

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

Stifel Financial’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
Q3 		– Sell
-5,511
Closed -$229K – 3318
2023
Q2 		$229K Buy
+5,511
New +$227K ﹤0.01% 2971

Other funds holding EMGF

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Stifel Financial's EMGF Position: Q3 2023 in Review

Stifel Financial sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2023, closing a stake of 5,511 shares — an estimated $229K sold.

Stifel Financial first reported a position in EMGF in Q2 2023 and held it in 1 quarter. The position peaked at $229K in Q2 2023. 125 funds tracked by Wall St. Rank hold EMGF as of Q3 2023.

  • Stifel Financial reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 5,511 iShares Emerging Markets Equity Factor ETF shares in Q3 2023, an estimated $229K.
  • Stifel Financial first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2023 and held it in 1 quarter.
  • Stifel Financial's iShares Emerging Markets Equity Factor ETF position peaked at $229K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.