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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$2.36K Buy
32
+1
+3% +$70 ﹤0.01% 496
2026
Q1 		$1.93K Hold
31
– – ﹤0.01% 467
2025
Q4 		$1.85K Hold
31
– – ﹤0.01% 475
2025
Q3 		$1.78K Buy
+31
New +$1.67K ﹤0.01% 490

Other funds holding EMGF

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
HZ
Hixon Zuercher Findlay, Ohio $341M AUM 26.01% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EMGF Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 3.2% in Q2 2026, buying an estimated $70 and bringing the position to 32 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EMGF in Q3 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 32 shares of iShares Emerging Markets Equity Factor ETF worth $2.36K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 iShares Emerging Markets Equity Factor ETF share in Q2 2026, an estimated $70.
  • iShares Emerging Markets Equity Factor ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #496 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.