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Woodmont Investment Counsel’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Woodmont Investment Counsel’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
2018
Q3 		– Sell
-10,036
Closed -$464K – 161
2018
Q2 		$464K Sell
10,036
-5,260
-34% -$260K 0.13% 121
2018
Q1 		$785K Buy
+15,296
New +$787K 0.22% 97

Other funds holding EMGF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return

Woodmont Investment Counsel's EMGF Position: Q3 2018 in Review

Woodmont Investment Counsel sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2018, closing a stake of 10,036 shares — an estimated $464K sold.

Woodmont Investment Counsel first reported a position in EMGF in Q1 2018 and held it in 2 quarters. The position peaked at $785K in Q1 2018. 51 funds tracked by Wall St. Rank hold EMGF as of Q3 2018.

  • Woodmont Investment Counsel reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Woodmont Investment Counsel sold 10,036 iShares Emerging Markets Equity Factor ETF shares in Q3 2018, an estimated $464K.
  • Woodmont Investment Counsel first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2018 and held it in 2 quarters.
  • Woodmont Investment Counsel's iShares Emerging Markets Equity Factor ETF position peaked at $785K in Q1 2018.
  • 51 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2018.

Based on Woodmont Investment Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.