VisionPoint Advisory Group’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-67	Closed	-$2.74K	–	784
2023 Q3	$2.74K	Buy	+67	New	+$2.81K	﹤0.01%	564

Other funds holding EMGF

SFS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 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

VisionPoint Advisory Group's EMGF Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2023, closing a stake of 67 shares — an estimated $2.74K sold.

VisionPoint Advisory Group first reported a position in EMGF in Q3 2023 and held it in 1 quarter. The position peaked at $2.74K in Q3 2023. 136 funds tracked by Wall St. Rank hold EMGF as of Q4 2023.

VisionPoint Advisory Group reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 67 iShares Emerging Markets Equity Factor ETF shares in Q4 2023, an estimated $2.74K.
VisionPoint Advisory Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's iShares Emerging Markets Equity Factor ETF position peaked at $2.74K in Q3 2023.
136 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.