WFAG
EMGF icon

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

Wescott Financial 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
2024
Q1 		– Sell
-11,143
Closed -$478K – 166
2023
Q4 		$478K Sell
11,143
-4,587
-29% -$191K 0.07% 107
2023
Q3 		$643K Buy
15,730
+1,369
+10% +$57.5K 0.12% 83
2023
Q2 		$597K Buy
14,361
+506
+4% +$20.9K 0.11% 87
2023
Q1 		$575K Buy
13,855
+1,350
+11% +$56.7K 0.13% 83
2022
Q4 		$513K Sell
12,505
-4,030
-24% -$163K 0.11% 92
2022
Q3 		$635K Buy
16,535
+1,548
+10% +$65.7K 0.18% 72
2022
Q2 		$643K Buy
14,987
+6,274
+72% +$286K 0.17% 67
2022
Q1 		$422K Buy
8,713
+1,373
+19% +$68.6K 0.11% 89
2021
Q4 		$375K Buy
7,340
+1,131
+18% +$58.2K 0.19% 49
2021
Q3 		$320K Buy
6,209
+55
+0.9% +$2.9K 0.18% 52
2021
Q2 		$320K Buy
6,154
+1,207
+24% +$64.6K 0.19% 50
2021
Q1 		$257K Buy
4,947
+770
+18% +$40.1K 0.17% 53
2020
Q4 		$205K Buy
+4,177
New +$194K 0.14% 54

Other funds holding EMGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
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

Wescott Financial Advisory Group's EMGF Position: Q1 2024 in Review

Wescott Financial Advisory Group sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2024, closing a stake of 11,143 shares — an estimated $478K sold.

Wescott Financial Advisory Group first reported a position in EMGF in Q4 2020 and held it in 13 quarters. The position peaked at $643K in Q3 2023. 125 funds tracked by Wall St. Rank hold EMGF as of Q1 2024.

  • Wescott Financial Advisory Group reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 11,143 iShares Emerging Markets Equity Factor ETF shares in Q1 2024, an estimated $478K.
  • Wescott Financial Advisory Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2020 and held it in 13 quarters.
  • Wescott Financial Advisory Group's iShares Emerging Markets Equity Factor ETF position peaked at $643K in Q3 2023.
  • 125 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.