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Carolinas Wealth Consulting’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Carolinas Wealth Consulting’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
2025
Q1 		– Sell
-525
Closed -$23.7K – 1038
2024
Q4 		$23.7K Hold
525
– – ﹤0.01% 452
2024
Q3 		$26.1K Hold
525
– – ﹤0.01% 448
2024
Q2 		$24.5K Buy
+525
New +$24K ﹤0.01% 455

Other funds holding EMGF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carolinas Wealth Consulting's EMGF Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2025, closing a stake of 525 shares — an estimated $23.7K sold.

Carolinas Wealth Consulting first reported a position in EMGF in Q2 2024 and held it in 3 quarters. The position peaked at $26.1K in Q3 2024. 154 funds tracked by Wall St. Rank hold EMGF as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 525 iShares Emerging Markets Equity Factor ETF shares in Q1 2025, an estimated $23.7K.
  • Carolinas Wealth Consulting first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's iShares Emerging Markets Equity Factor ETF position peaked at $26.1K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.