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

SYM Financial Corp’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	-398	Closed	-$16.5K	–	187
2023 Q2	$16.5K	Hold	398	–	–	﹤0.01%	95
2023 Q1	$16.5K	Hold	398	–	–	﹤0.01%	87
2022 Q4	$16.3K	Hold	398	–	–	﹤0.01%	103
2022 Q3	$15K	Hold	398	–	–	0.01%	86
2022 Q2	$17K	Hold	398	–	–	0.01%	93
2022 Q1	$19K	Sell	398 -269	-40%	-$13.4K	0.01%	96
2021 Q4	$34K	Sell	667 -6,370	-91%	-$328K	0.01%	88
2021 Q3	$363K	Hold	7,037	–	–	0.21%	26
2021 Q2	$381K	Hold	7,037	–	–	0.22%	23
2021 Q1	$366K	Sell	7,037 -361	-5%	-$18.8K	0.21%	22
2020 Q4	$363K	Buy	+7,398	New	+$343K	0.27%	19

Other funds holding EMGF

SFS

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

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

SYM Financial Corp's EMGF Position: Q3 2023 in Review

SYM Financial Corp sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2023, closing a stake of 398 shares — an estimated $16.5K sold.

SYM Financial Corp first reported a position in EMGF in Q4 2020 and held it in 11 quarters. The position peaked at $381K in Q2 2021. 125 funds tracked by Wall St. Rank hold EMGF as of Q3 2023.

SYM Financial Corp reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2023 after selling out during the quarter.
SYM Financial Corp sold 398 iShares Emerging Markets Equity Factor ETF shares in Q3 2023, an estimated $16.5K.
SYM Financial Corp first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2020 and held it in 11 quarters.
SYM Financial Corp's iShares Emerging Markets Equity Factor ETF position peaked at $381K in Q2 2021.
125 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2023.

Based on SYM Financial Corp's 13F filing for Q3 2023, filed 27 Oct 2023.