Annex Advisory Services’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Annex Advisory Services’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
2026 Q2	$46.7M	Buy	637,191 +45,343	+8%	+$3.17M	0.8%	36
2026 Q1	$35.8M	Buy	+591,848	New	+$36.9M	0.67%	44

Other funds holding EMGF

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Annex Advisory Services's EMGF Position: Q2 2026 in Review

Annex Advisory Services increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 7.7% in Q2 2026, buying an estimated $3.17M and bringing the position to 637,191 shares worth $46.7M. The position accounts for 0.8% of the portfolio, ranked #36.

Annex Advisory Services first reported a position in EMGF in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Annex Advisory Services held 637,191 shares of iShares Emerging Markets Equity Factor ETF worth $46.7M as of Q2 2026.
Annex Advisory Services bought 45,343 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $3.17M.
iShares Emerging Markets Equity Factor ETF made up 0.8% of Annex Advisory Services's portfolio in Q2 2026, its #36 holding.
Annex Advisory Services first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.