Blue Bell Private Wealth Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Blue Bell Private Wealth Management’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	$2.56K	Hold	35	–	–	﹤0.01%	643
2026 Q1	$2.12K	Hold	35	–	–	﹤0.01%	649
2025 Q4	$2.02K	Hold	35	–	–	﹤0.01%	645
2025 Q3	$1.98K	Hold	35	–	–	﹤0.01%	643
2025 Q2	$1.82K	Hold	35	–	–	﹤0.01%	638
2025 Q1	$1.64K	Hold	35	–	–	﹤0.01%	638
2024 Q4	$1.58K	Hold	35	–	–	﹤0.01%	601
2024 Q3	$1.74K	Hold	35	–	–	﹤0.01%	616
2024 Q2	$1.63K	Hold	35	–	–	﹤0.01%	637
2024 Q1	$1.56K	Hold	35	–	–	﹤0.01%	646
2023 Q4	$1.5K	Hold	35	–	–	﹤0.01%	643
2023 Q3	$1.43K	Hold	35	–	–	﹤0.01%	598
2023 Q2	$1.46K	Hold	35	–	–	﹤0.01%	608
2023 Q1	$1.45K	Hold	35	–	–	﹤0.01%	578
2022 Q4	$1.44K	Hold	35	–	–	﹤0.01%	598
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	663
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	633
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	684
2021 Q4	$2K	Buy	+35	New	+$1.8K	﹤0.01%	672

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

Blue Bell Private Wealth Management's EMGF Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its iShares Emerging Markets Equity Factor ETF (EMGF) position steady in Q2 2026 at 35 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Blue Bell Private Wealth Management first reported a position in EMGF in Q4 2021 and has held it in 19 quarters since. 231 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Blue Bell Private Wealth Management held 35 shares of iShares Emerging Markets Equity Factor ETF worth $2.56K as of Q2 2026.
Blue Bell Private Wealth Management left its iShares Emerging Markets Equity Factor ETF share count unchanged in Q2 2026.
iShares Emerging Markets Equity Factor ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #643 holding.
Blue Bell Private Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2021 and has held it in 19 quarters since.
231 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.