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

WealthShield Partners’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
2024 Q1	–	Sell	-52	Closed	-$2.23K	–	491
2023 Q4	$2.23K	Buy	+52	New	+$2.17K	﹤0.01%	461
2021 Q2	–	Sell	-55	Closed	-$3K	–	876
2021 Q1	$3K	Buy	+55	New	+$2.86K	﹤0.01%	1021
2020 Q4	–	Sell	-51	Closed	-$2K	–	309
2020 Q3	$2K	Hold	51	–	–	﹤0.01%	375
2020 Q2	$2K	Sell	51 -13	-20%	-$489	﹤0.01%	316
2020 Q1	$2K	Buy	+64	New	+$2.65K	﹤0.01%	254

Other funds holding EMGF

SFS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

WealthShield Partners's EMGF Position: Q1 2024 in Review

WealthShield Partners sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2024, closing a stake of 52 shares — an estimated $2.23K sold.

WealthShield Partners first reported a position in EMGF in Q1 2020 and held it in 5 quarters. The position peaked at $3K in Q1 2021. 125 funds tracked by Wall St. Rank hold EMGF as of Q1 2024.

WealthShield Partners reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2024 after selling out during the quarter.
WealthShield Partners sold 52 iShares Emerging Markets Equity Factor ETF shares in Q1 2024, an estimated $2.23K.
WealthShield Partners first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2020 and held it in 5 quarters.
WealthShield Partners's iShares Emerging Markets Equity Factor ETF position peaked at $3K in Q1 2021.
125 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.