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

Wealthquest’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
Q2 		– Sell
-6,169
Closed -$320K – 150
2021
Q1 		$320K Sell
6,169
-1,372
-18% -$71.4K 0.06% 103
2020
Q4 		$370K Buy
+7,541
New +$349K 0.08% 90

Other funds holding EMGF

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MM
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

Wealthquest's EMGF Position: Q2 2021 in Review

Wealthquest sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2021, closing a stake of 6,169 shares — an estimated $320K sold.

Wealthquest first reported a position in EMGF in Q4 2020 and held it in 2 quarters. The position peaked at $370K in Q4 2020. 76 funds tracked by Wall St. Rank hold EMGF as of Q2 2021.

  • Wealthquest reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthquest sold 6,169 iShares Emerging Markets Equity Factor ETF shares in Q2 2021, an estimated $320K.
  • Wealthquest first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2020 and held it in 2 quarters.
  • Wealthquest's iShares Emerging Markets Equity Factor ETF position peaked at $370K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2021.

Based on Wealthquest's 13F filing for Q2 2021, filed 10 Aug 2021.