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

Cyndeo 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
2026 Q2	–	Sell	-12,100	Closed	-$731K	–	522
2026 Q1	$731K	Sell	12,100 -8,212	-40%	-$512K	0.04%	272
2025 Q4	$1.18M	Sell	20,312 -614	-3%	-$35.4K	0.06%	221
2025 Q3	$1.18M	Sell	20,926 -134	-0.6%	-$7.23K	0.07%	214
2025 Q2	$1.1M	Sell	21,060 -1,126	-5%	-$54.5K	0.07%	216
2025 Q1	$1.04M	Buy	+22,186	New	+$1.03M	0.07%	211

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

Cyndeo Wealth Partners's EMGF Position: Q2 2026 in Review

Cyndeo Wealth Partners sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2026, closing a stake of 12,100 shares — an estimated $731K sold.

Cyndeo Wealth Partners first reported a position in EMGF in Q1 2025 and held it in 5 quarters. The position peaked at $1.18M in Q3 2025. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Cyndeo Wealth Partners reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 12,100 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $731K.
Cyndeo Wealth Partners first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2025 and held it in 5 quarters.
Cyndeo Wealth Partners's iShares Emerging Markets Equity Factor ETF position peaked at $1.18M in Q3 2025.
229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.