Cornerstone Planning Group’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-198	Closed	-$13.7K	–	614
2026 Q2	$13.7K	Hold	198	–	–	﹤0.01%	792
2026 Q1	$13.9K	Buy	+198	New	+$12.4K	﹤0.01%	800
2025 Q2	–	Sell	-717	Closed	-$33.1K	–	1578
2025 Q1	$33.1K	Buy	+717	New	+$33.3K	0.01%	311

Other funds holding EMGF

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cornerstone Planning Group's EMGF Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2026, closing a stake of 198 shares — an estimated $13.7K sold.

Cornerstone Planning Group first reported a position in EMGF in Q1 2025 and held it in 3 quarters. The position peaked at $33.1K in Q1 2025. 68 funds tracked by Wall St. Rank hold EMGF as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 198 iShares Emerging Markets Equity Factor ETF shares in Q3 2026, an estimated $13.7K.
Cornerstone Planning Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2025 and held it in 3 quarters.
Cornerstone Planning Group's iShares Emerging Markets Equity Factor ETF position peaked at $33.1K in Q1 2025.
68 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.