Clearwater Capital Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Clearwater Capital Advisors’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	$1.04M	Sell	14,148 -861	-6%	-$60.2K	0.08%	80
2026 Q1	$907K	Sell	15,009 -328	-2%	-$20.5K	0.07%	79
2025 Q4	$887K	Sell	15,337 -264	-2%	-$15.2K	0.07%	82
2025 Q3	$883K	Sell	15,601 -1,756	-10%	-$94.7K	0.08%	85
2025 Q2	$904K	Sell	17,357 -330,775	-95%	-$16M	0.08%	80
2025 Q1	$16.3M	Buy	348,132 +8,976	+3%	+$417K	1.57%	16
2024 Q4	$15.3M	Buy	339,156 +14,932	+5%	+$718K	1.5%	16
2024 Q3	$16.1M	Buy	324,224 +15,077	+5%	+$708K	1.57%	16
2024 Q2	$14.4M	Buy	309,147 +8,202	+3%	+$376K	1.53%	15
2024 Q1	$13.4M	Buy	300,945 +7,125	+2%	+$307K	1.43%	19
2023 Q4	$12.6M	Sell	293,820 -25,114	-8%	-$1.05M	1.41%	19
2023 Q3	$13M	Buy	318,934 +2,301	+0.7%	+$96.7K	1.6%	16
2023 Q2	$13.2M	Buy	316,633 +255	+0.1%	+$10.5K	1.57%	17
2023 Q1	$13.1M	Sell	316,378 -2,821	-0.9%	-$118K	1.6%	17
2022 Q4	$13.1M	Sell	319,199 -6,388	-2%	-$259K	1.71%	17
2022 Q3	$12.5M	Buy	325,587 +19,896	+7%	+$844K	1.73%	15
2022 Q2	$13.1M	Sell	305,691 -11,502	-4%	-$525K	1.79%	16
2022 Q1	$15.3M	Buy	317,193 +5,956	+2%	+$297K	1.76%	16
2021 Q4	$15.9M	Buy	311,237 +9,701	+3%	+$499K	1.76%	16
2021 Q3	$15.6M	Buy	301,536 +11,535	+4%	+$608K	1.8%	15
2021 Q2	$15.7M	Buy	290,001 +12,227	+4%	+$654K	1.83%	14
2021 Q1	$14.5M	Buy	277,774 +18,256	+7%	+$950K	1.81%	14
2020 Q4	$12.8M	Buy	259,518 +24,425	+10%	+$1.13M	1.69%	19
2020 Q3	$10.3M	Buy	235,093 +7,412	+3%	+$324K	1.62%	20
2020 Q2	$8.97M	Sell	227,681 -15,344	-6%	-$577K	1.5%	19
2020 Q1	$8.35M	Buy	243,025 +82,428	+51%	+$3.41M	1.8%	15
2019 Q4	$7.32M	Buy	160,597 +26,173	+19%	+$1.13M	1.22%	21
2019 Q3	$5.5M	Buy	134,424 +20,069	+18%	+$824K	0.97%	29
2019 Q2	$4.82M	Buy	114,355 +28,300	+33%	+$1.18M	0.88%	31
2019 Q1	$3.68M	Buy	86,055 +23,845	+38%	+$1M	0.69%	44
2018 Q4	$2.41M	Buy	62,210 +47,451	+322%	+$1.92M	0.53%	62
2018 Q3	$638K	Buy	+14,759	New	+$658K	0.12%	133
2018 Q2	–	Sell	-600	Closed	-$31K	–	283
2018 Q1	$31K	Buy	+600	New	+$30.9K	0.01%	343

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

Clearwater Capital Advisors's EMGF Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 5.7% in Q2 2026, selling an estimated $60.2K and leaving 14,148 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #80.

Clearwater Capital Advisors first reported a position in EMGF in Q1 2018 and has held it in 33 quarters since. The position peaked at $16.3M in Q1 2025. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Clearwater Capital Advisors held 14,148 shares of iShares Emerging Markets Equity Factor ETF worth $1.04M as of Q2 2026.
Clearwater Capital Advisors sold 861 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $60.2K.
iShares Emerging Markets Equity Factor ETF made up 0.08% of Clearwater Capital Advisors's portfolio in Q2 2026, its #80 holding.
Clearwater Capital Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2018 and has held it in 33 quarters since.
Clearwater Capital Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $16.3M in Q1 2025.
229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.