Callan Family Office’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Callan Family Office’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	$13M	Buy	176,831 +13,917	+9%	+$974K	0.25%	78
2026 Q1	$9.84M	Buy	162,914 +28,122	+21%	+$1.75M	0.22%	85
2025 Q4	$7.8M	Buy	134,792 +7,928	+6%	+$457K	0.17%	116
2025 Q3	$7.18M	Sell	126,864 -1,944	-2%	-$105K	0.23%	97
2025 Q2	$6.71M	Buy	128,808 +15,904	+14%	+$769K	0.21%	112
2025 Q1	$5.28M	Buy	112,904 +33,153	+42%	+$1.54M	0.4%	57
2024 Q4	$3.61M	Sell	79,751 -3,193	-4%	-$154K	0.23%	85
2024 Q3	$4.13M	Sell	82,944 -3,522	-4%	-$165K	0.69%	30
2024 Q2	$4.04M	Sell	86,466 -8,225	-9%	-$377K	0.77%	30
2024 Q1	$4.22M	Sell	94,691 -4,205	-4%	-$181K	0.99%	22
2023 Q4	$4.24M	Buy	98,896 +13,923	+16%	+$580K	1.05%	24
2023 Q3	$3.48M	Sell	84,973 -18,583	-18%	-$781K	0.93%	25
2023 Q2	$4.3M	Buy	103,556 +4,255	+4%	+$175K	1.13%	22
2023 Q1	$4.12M	Buy	99,301 +7,105	+8%	+$298K	1%	23
2022 Q4	$3.78M	Buy	+92,196	New	+$3.74M	1.22%	17

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

Callan Family Office's EMGF Position: Q2 2026 in Review

Callan Family Office increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 8.5% in Q2 2026, buying an estimated $974K and bringing the position to 176,831 shares worth $13M. The position accounts for 0.25% of the portfolio, ranked #78.

Callan Family Office first reported a position in EMGF in Q4 2022 and has held it in 15 quarters since. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Callan Family Office held 176,831 shares of iShares Emerging Markets Equity Factor ETF worth $13M as of Q2 2026.
Callan Family Office bought 13,917 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $974K.
iShares Emerging Markets Equity Factor ETF made up 0.25% of Callan Family Office's portfolio in Q2 2026, its #78 holding.
Callan Family Office first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2022 and has held it in 15 quarters since.
229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.