Cape Investment Advisory’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Cape Investment Advisory’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	$47.6K	Buy	+650	New	+$45.5K	0.01%	512
2024 Q3	–	Sell	-55	Closed	-$2.57K	–	964
2024 Q2	$2.57K	Sell	55 -8	-13%	-$366	﹤0.01%	766
2024 Q1	$2.81K	Sell	63 -241	-79%	-$10.4K	﹤0.01%	730
2023 Q4	$13K	Sell	304 -84	-22%	-$3.5K	0.01%	613
2023 Q3	$15.9K	Sell	388 -208	-35%	-$8.74K	0.01%	482
2023 Q2	$24.8K	Sell	596 -8	-1%	-$330	0.01%	403
2023 Q1	$25.1K	Buy	+604	New	+$25.4K	0.02%	388

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

Cape Investment Advisory's EMGF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2026: 650 shares worth $47.6K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EMGF as recently as Q2 2024.

Cape Investment Advisory first reported a position in EMGF in Q1 2023 and has held it in 7 quarters since. 233 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Cape Investment Advisory held 650 shares of iShares Emerging Markets Equity Factor ETF worth $47.6K as of Q2 2026.
iShares Emerging Markets Equity Factor ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Emerging Markets Equity Factor ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #512 holding.
Cape Investment Advisory first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and has held it in 7 quarters since.
233 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.