Stone House Investment Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Stone House Investment 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
2019 Q4	–	Sell	-18,805	Closed	-$769K	–	31
2019 Q3	$769K	Buy	18,805 +30	+0.2%	+$1.23K	0.38%	32
2019 Q2	$791K	Sell	18,775 -74,949	-80%	-$3.13M	0.41%	27
2019 Q1	$4.01M	Buy	93,724 +17,829	+23%	+$749K	2.09%	19
2018 Q4	$2.94M	Sell	75,895 -1,749	-2%	-$70.7K	1.86%	19
2018 Q3	$3.36M	Sell	77,644 -18,305	-19%	-$816K	1.93%	19
2018 Q2	$4.43M	Buy	95,949 +4,702	+5%	+$233K	2.82%	15
2018 Q1	$4.68M	Buy	+91,247	New	+$4.69M	3.04%	15

Other funds holding EMGF

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

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

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

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

SFS

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stone House Investment Management's EMGF Position: Q4 2019 in Review

Stone House Investment Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2019, closing a stake of 18,805 shares — an estimated $769K sold.

Stone House Investment Management first reported a position in EMGF in Q1 2018 and held it in 7 quarters. The position peaked at $4.68M in Q1 2018. 61 funds tracked by Wall St. Rank hold EMGF as of Q4 2019.

Stone House Investment Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2019 after selling out during the quarter.
Stone House Investment Management sold 18,805 iShares Emerging Markets Equity Factor ETF shares in Q4 2019, an estimated $769K.
Stone House Investment Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2018 and held it in 7 quarters.
Stone House Investment Management's iShares Emerging Markets Equity Factor ETF position peaked at $4.68M in Q1 2018.
61 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2019.

Based on Stone House Investment Management's 13F filing for Q4 2019, filed 7 Jan 2020.