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Avid Wealth Partners’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Avid Wealth Partners’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 		– Sell
-33,189
Closed -$1.55M – 53
2025
Q1 		$1.55M Buy
+33,189
New +$1.54M 1.05% 21

Other funds holding EMGF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
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 $530B 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 $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avid Wealth Partners's EMGF Position: Q2 2025 in Review

Avid Wealth Partners sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2025, closing a stake of 33,189 shares — an estimated $1.55M sold.

Avid Wealth Partners first reported a position in EMGF in Q1 2025 and held it in 1 quarter. The position peaked at $1.55M in Q1 2025. 164 funds tracked by Wall St. Rank hold EMGF as of Q2 2025.

  • Avid Wealth Partners reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Avid Wealth Partners sold 33,189 iShares Emerging Markets Equity Factor ETF shares in Q2 2025, an estimated $1.55M.
  • Avid Wealth Partners first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2025 and held it in 1 quarter.
  • Avid Wealth Partners's iShares Emerging Markets Equity Factor ETF position peaked at $1.55M in Q1 2025.
  • 164 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2025.

Based on Avid Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.