Beacon Financial Group’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Beacon Financial 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 Q2	$823K	Hold	11,239	–	–	0.07%	192
2026 Q1	$679K	Buy	11,239 +92	+0.8%	+$5.74K	0.07%	200
2025 Q4	$645K	Hold	11,147	–	–	0.06%	206
2025 Q3	$631K	Hold	11,147	–	–	0.06%	207
2025 Q2	$580K	Buy	11,147 +451	+4%	+$21.8K	0.06%	211
2025 Q1	$500K	Sell	10,696 -339	-3%	-$15.8K	0.05%	222
2024 Q4	$499K	Sell	11,035 -5	-0%	-$240	0.05%	224
2024 Q3	$550K	Buy	11,040 +164	+2%	+$7.7K	0.06%	207
2024 Q2	$508K	Sell	10,876 -949	-8%	-$43.5K	0.06%	209
2024 Q1	$527K	Sell	11,825 -1,154	-9%	-$49.7K	0.06%	209
2023 Q4	$556K	Buy	+12,979	New	+$541K	0.07%	195

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

Beacon Financial Group's EMGF Position: Q2 2026 in Review

Beacon Financial Group held its iShares Emerging Markets Equity Factor ETF (EMGF) position steady in Q2 2026 at 11,239 shares worth $823K. The position accounts for 0.07% of the portfolio, ranked #192.

Beacon Financial Group first reported a position in EMGF in Q4 2023 and has held it in 11 quarters since. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Beacon Financial Group held 11,239 shares of iShares Emerging Markets Equity Factor ETF worth $823K as of Q2 2026.
Beacon Financial Group left its iShares Emerging Markets Equity Factor ETF share count unchanged in Q2 2026.
iShares Emerging Markets Equity Factor ETF made up 0.07% of Beacon Financial Group's portfolio in Q2 2026, its #192 holding.
Beacon Financial Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2023 and has held it in 11 quarters since.
229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.