WFAG
Wescott Financial Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,143
| Closed | -$478K | – | 166 |
|
|
2023
Q4 | $478K | Sell |
11,143
-4,587
| -29% | -$197K | 0.07% | 107 |
|
|
2023
Q3 | $643K | Buy |
15,730
+1,369
| +10% | +$56K | 0.12% | 83 |
|
|
2023
Q2 | $597K | Buy |
14,361
+506
| +4% | +$21K | 0.11% | 87 |
|
|
2023
Q1 | $575K | Buy |
13,855
+1,350
| +11% | +$56.1K | 0.13% | 83 |
|
|
2022
Q4 | $513K | Sell |
12,505
-4,030
| -24% | -$165K | 0.11% | 92 |
|
|
2022
Q3 | $635K | Buy |
16,535
+1,548
| +10% | +$59.4K | 0.18% | 72 |
|
|
2022
Q2 | $643K | Buy |
14,987
+6,274
| +72% | +$269K | 0.17% | 67 |
|
|
2022
Q1 | $422K | Buy |
8,713
+1,373
| +19% | +$66.5K | 0.11% | 89 |
|
|
2021
Q4 | $375K | Buy |
7,340
+1,131
| +18% | +$57.8K | 0.19% | 49 |
|
|
2021
Q3 | $320K | Buy |
6,209
+55
| +0.9% | +$2.84K | 0.18% | 52 |
|
|
2021
Q2 | $320K | Buy |
6,154
+1,207
| +24% | +$62.8K | 0.19% | 50 |
|
|
2021
Q1 | $257K | Buy |
4,947
+770
| +18% | +$40K | 0.17% | 53 |
|
|
2020
Q4 | $205K | Buy |
+4,177
| New | +$205K | 0.14% | 54 |
|