EverSource Wealth Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

EverSource Wealth 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	$68K	Sell	928 -678	-42%	-$47.4K	﹤0.01%	1591
2026 Q1	$97K	Buy	1,606 +445	+38%	+$27.8K	﹤0.01%	1445
2025 Q4	$67.2K	Buy	1,161 +90	+8%	+$5.18K	﹤0.01%	1546
2025 Q3	$60.6K	Hold	1,071	–	–	﹤0.01%	1564
2025 Q2	$55.8K	Sell	1,071 -968	-47%	-$46.8K	﹤0.01%	1546
2025 Q1	$95.4K	Sell	2,039 -47	-2%	-$2.18K	0.01%	931
2024 Q4	$94.3K	Buy	2,086 +786	+60%	+$37.8K	0.01%	924
2024 Q3	$64.7K	Hold	1,300	–	–	﹤0.01%	960
2024 Q2	$61K	Sell	1,300 -549	-30%	-$25.1K	﹤0.01%	999
2024 Q1	$82.9K	Sell	1,849 -672	-27%	-$28.9K	0.01%	780
2023 Q4	$108K	Sell	2,521 -287	-10%	-$12K	0.01%	611
2023 Q3	$115K	Sell	2,808 -1,445	-34%	-$60.7K	0.01%	525
2023 Q2	$177K	Sell	4,253 -671	-14%	-$27.7K	0.02%	429
2023 Q1	$204K	Buy	+4,924	New	+$207K	0.03%	366

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

EverSource Wealth Advisors's EMGF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 42% in Q2 2026, selling an estimated $47.4K and leaving 928 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

EverSource Wealth Advisors first reported a position in EMGF in Q1 2023 and has held it in 14 quarters since. The position peaked at $204K in Q1 2023. 233 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

EverSource Wealth Advisors held 928 shares of iShares Emerging Markets Equity Factor ETF worth $68K as of Q2 2026.
EverSource Wealth Advisors sold 678 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $47.4K.
iShares Emerging Markets Equity Factor ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1591 holding.
EverSource Wealth Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $204K in Q1 2023.
233 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.