Barnes Wealth Management Group’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Barnes Wealth Management Group’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 Q3	$298K	Sell	4,164 -1,466	-26%	-$104K	0.13%	144
2026 Q2	$412K	Sell	5,630 -174	-3%	-$12.2K	0.19%	115
2026 Q1	$351K	Sell	5,804 -100	-2%	-$6.24K	0.18%	123
2025 Q4	$342K	Buy	5,904 +104	+2%	+$5.99K	0.18%	114
2025 Q3	$328K	Buy	5,800 +472	+9%	+$25.5K	0.18%	117
2025 Q2	$277K	Sell	5,328 -255	-5%	-$12.3K	0.16%	119
2025 Q1	$261K	Buy	5,583 +203	+4%	+$9.43K	0.17%	117
2024 Q4	$243K	Buy	+5,380	New	+$259K	0.16%	119

Other funds holding EMGF

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Barnes Wealth Management Group's EMGF Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 26% in Q3 2026, selling an estimated $104K and leaving 4,164 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #144.

Barnes Wealth Management Group first reported a position in EMGF in Q4 2024 and has held it in 8 quarters since. The position peaked at $412K in Q2 2026. 143 funds tracked by Wall St. Rank hold EMGF as of Q3 2026.

Barnes Wealth Management Group held 4,164 shares of iShares Emerging Markets Equity Factor ETF worth $298K as of Q3 2026.
Barnes Wealth Management Group sold 1,466 iShares Emerging Markets Equity Factor ETF shares in Q3 2026, an estimated $104K.
iShares Emerging Markets Equity Factor ETF made up 0.13% of Barnes Wealth Management Group's portfolio in Q3 2026, its #144 holding.
Barnes Wealth Management Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2024 and has held it in 8 quarters since.
Barnes Wealth Management Group's iShares Emerging Markets Equity Factor ETF position peaked at $412K in Q2 2026.
143 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.