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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

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SFS
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SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return