Cypress Wealth Services’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Cypress Wealth Services’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	$965K	Buy	13,171 +629	+5%	+$44K	0.12%	136
2026 Q1	$758K	Buy	12,542 +544	+5%	+$33.9K	0.11%	153
2025 Q4	$694K	Sell	11,998 -1,115	-9%	-$64.2K	0.1%	164
2025 Q3	$742K	Sell	13,113 -206	-2%	-$11.1K	0.12%	129
2025 Q2	$694K	Sell	13,319 -1,312	-9%	-$63.5K	0.12%	130
2025 Q1	$684K	Sell	14,631 -573	-4%	-$26.6K	0.14%	123
2024 Q4	$688K	Sell	15,204 -261	-2%	-$12.6K	0.14%	119
2024 Q3	$770K	Sell	15,465 -827	-5%	-$38.8K	0.16%	105
2024 Q2	$760K	Sell	16,292 -1,353	-8%	-$62K	0.17%	99
2024 Q1	$786K	Sell	17,645 -997	-5%	-$42.9K	0.18%	97
2023 Q4	$799K	Buy	18,642 +1,624	+10%	+$67.7K	0.2%	91
2023 Q3	$696K	Sell	17,018 -4,532	-21%	-$190K	0.19%	99
2023 Q2	$928K	Sell	21,550 -4,423	-17%	-$182K	0.24%	79
2023 Q1	$1.08M	Buy	+25,973	New	+$1.09M	0.32%	64

Other funds holding EMGF

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Hixon Zuercher Findlay, Ohio $341M AUM 26.01% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Cypress Wealth Services's EMGF Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 5% in Q2 2026, buying an estimated $44K and bringing the position to 13,171 shares worth $965K. The position accounts for 0.12% of the portfolio, ranked #136.

Cypress Wealth Services first reported a position in EMGF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2023. 65 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Cypress Wealth Services held 13,171 shares of iShares Emerging Markets Equity Factor ETF worth $965K as of Q2 2026.
Cypress Wealth Services bought 629 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $44K.
iShares Emerging Markets Equity Factor ETF made up 0.12% of Cypress Wealth Services's portfolio in Q2 2026, its #136 holding.
Cypress Wealth Services first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and has held it in 14 quarters since.
Cypress Wealth Services's iShares Emerging Markets Equity Factor ETF position peaked at $1.08M in Q1 2023.
65 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.