EWA
EMGF icon

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
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 $11.8B AUM 9.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return