UWPG
Ullmann Wealth Partners Group’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Sell |
92,493
-24,242
| -21% | -$1.26M | 0.57% | 28 |
|
|
2025
Q1 | $5.46M | Sell |
116,735
-35,499
| -23% | -$1.66M | 0.73% | 24 |
|
|
2024
Q4 | $6.89M | Sell |
152,234
-45,630
| -23% | -$2.06M | 0.89% | 21 |
|
|
2024
Q3 | $9.85M | Sell |
197,864
-69,534
| -26% | -$3.46M | 1.27% | 16 |
|
|
2024
Q2 | $12.5M | Sell |
267,398
-85,260
| -24% | -$3.98M | 1.78% | 12 |
|
|
2024
Q1 | $15.7M | Sell |
352,658
-46,647
| -12% | -$2.08M | 2.34% | 12 |
|
|
2023
Q4 | $17.1M | Buy |
399,305
+41,913
| +12% | +$1.8M | 2.79% | 11 |
|
|
2023
Q3 | $14.6M | Buy |
357,392
+203,942
| +133% | +$8.34M | 2.73% | 11 |
|
|
2023
Q2 | $6.38M | Buy |
+153,450
| New | +$6.38M | 1.28% | 18 |
|