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

Cabot 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	$249K	Sell	3,398 -395	-10%	-$27.6K	0.03%	132
2026 Q1	$229K	Buy	3,793 +48	+1%	+$3K	0.03%	131
2025 Q4	$217K	Buy	+3,745	New	+$216K	0.02%	133

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

Cabot Wealth Management's EMGF Position: Q2 2026 in Review

Cabot Wealth Management reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 10% in Q2 2026, selling an estimated $27.6K and leaving 3,398 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #132.

Cabot Wealth Management first reported a position in EMGF in Q4 2025 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Cabot Wealth Management held 3,398 shares of iShares Emerging Markets Equity Factor ETF worth $249K as of Q2 2026.
Cabot Wealth Management sold 395 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $27.6K.
iShares Emerging Markets Equity Factor ETF made up 0.03% of Cabot Wealth Management's portfolio in Q2 2026, its #132 holding.
Cabot Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
232 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.