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Evolve Private Wealth’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Evolve Private Wealth’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 		$27.4M Buy
373,728
+10,361
+3% +$725K 1.67% 11
2026
Q1 		$22M Buy
363,367
+13,974
+4% +$872K 1.17% 13
2025
Q4 		$20.2M Buy
+349,393
New +$20.1M 1.2% 13

Other funds holding EMGF

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
JP Morgan Chase
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evolve Private Wealth's EMGF Position: Q2 2026 in Review

Evolve Private Wealth increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 2.9% in Q2 2026, buying an estimated $725K and bringing the position to 373,728 shares worth $27.4M. The position accounts for 1.67% of the portfolio, ranked #11.

Evolve Private Wealth first reported a position in EMGF in Q4 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

  • Evolve Private Wealth held 373,728 shares of iShares Emerging Markets Equity Factor ETF worth $27.4M as of Q2 2026.
  • Evolve Private Wealth bought 10,361 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $725K.
  • iShares Emerging Markets Equity Factor ETF made up 1.67% of Evolve Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Evolve Private Wealth first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.