tru Independence’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-1,901	Closed	-$103K	–	234
2021 Q2	$103K	Buy	+1,901	New	+$102K	0.03%	124
2021 Q1	–	Sell	-1,777	Closed	-$87.3K	–	415
2020 Q4	$87.3K	Buy	+1,777	New	+$82.3K	0.16%	50
2020 Q3	–	Sell	-1,899	Closed	-$74	–	481
2020 Q2	$74	Buy	+1,899	New	+$71.4K	0.01%	336

Other funds holding EMGF

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

SFS

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

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

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

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

IWC

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

HCA

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

tru Independence's EMGF Position: Q3 2021 in Review

tru Independence sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2021, closing a stake of 1,901 shares — an estimated $103K sold.

tru Independence first reported a position in EMGF in Q2 2020 and held it in 3 quarters. The position peaked at $103K in Q2 2021. 70 funds tracked by Wall St. Rank hold EMGF as of Q3 2021.

tru Independence reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,901 iShares Emerging Markets Equity Factor ETF shares in Q3 2021, an estimated $103K.
tru Independence first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2020 and held it in 3 quarters.
tru Independence's iShares Emerging Markets Equity Factor ETF position peaked at $103K in Q2 2021.
70 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.