Atria Wealth Solutions’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$288K	Sell	5,521 -64	-1%	-$3.1K	0.01%	1176
2025 Q1	$261K	Sell	5,585 -413	-7%	-$19.2K	﹤0.01%	1557
2024 Q4	$271K	Buy	+5,998	New	+$288K	﹤0.01%	1624
2023 Q2	–	Sell	-20,552	Closed	-$853K	–	1900
2023 Q1	$853K	Sell	20,552 -283	-1%	-$11.9K	0.01%	853
2022 Q4	$855K	Buy	20,835 +6,775	+48%	+$275K	0.01%	821
2022 Q3	$540K	Buy	+14,060	New	+$596K	0.01%	978

Other funds holding EMGF

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

SWP

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

DWM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's EMGF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 1.1% in Q2 2025, selling an estimated $3.1K and leaving 5,521 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1176.

Atria Wealth Solutions first reported a position in EMGF in Q3 2022 and has held it in 6 quarters since. The position peaked at $855K in Q4 2022. 165 funds tracked by Wall St. Rank hold EMGF as of Q2 2025.

Atria Wealth Solutions held 5,521 shares of iShares Emerging Markets Equity Factor ETF worth $288K as of Q2 2025.
Atria Wealth Solutions sold 64 iShares Emerging Markets Equity Factor ETF shares in Q2 2025, an estimated $3.1K.
iShares Emerging Markets Equity Factor ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1176 holding.
Atria Wealth Solutions first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2022 and has held it in 6 quarters since.
Atria Wealth Solutions's iShares Emerging Markets Equity Factor ETF position peaked at $855K in Q4 2022.
165 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.