Concord Wealth Partners’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-128	Closed	-$5.99K	–	878
2025 Q1	$5.99K	Hold	128	–	–	﹤0.01%	563
2024 Q4	$5.79K	Hold	128	–	–	﹤0.01%	584
2024 Q3	$6.37K	Hold	128	–	–	﹤0.01%	605
2024 Q2	$5.97K	Hold	128	–	–	﹤0.01%	556
2024 Q1	$5.7K	Hold	128	–	–	﹤0.01%	640
2023 Q4	$5.49K	Hold	128	–	–	﹤0.01%	630
2023 Q3	$5.24K	Hold	128	–	–	﹤0.01%	707
2023 Q2	$5.32K	Buy	+128	New	+$5.28K	﹤0.01%	695
2023 Q1	–	Sell	-128	Closed	-$5.25K	–	1054
2022 Q4	$5.25K	Buy	+128	New	+$5.19K	﹤0.01%	753
2022 Q3	–	Sell	-128	Closed	-$5K	–	436
2022 Q2	$5K	Buy	+128	New	+$5.84K	﹤0.01%	813
2022 Q1	–	Sell	-67	Closed	-$3K	–	1311
2021 Q4	$3K	Buy	+67	New	+$3.45K	﹤0.01%	1042

Other funds holding EMGF

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concord Wealth Partners's EMGF Position: Q2 2025 in Review

Concord Wealth Partners sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2025, closing a stake of 128 shares — an estimated $5.99K sold.

Concord Wealth Partners first reported a position in EMGF in Q4 2021 and held it in 11 quarters. The position peaked at $6.37K in Q3 2024. 164 funds tracked by Wall St. Rank hold EMGF as of Q2 2025.

Concord Wealth Partners reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 128 iShares Emerging Markets Equity Factor ETF shares in Q2 2025, an estimated $5.99K.
Concord Wealth Partners first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2021 and held it in 11 quarters.
Concord Wealth Partners's iShares Emerging Markets Equity Factor ETF position peaked at $6.37K in Q3 2024.
164 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.