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GeoWealth Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-452
Closed -$20.4K – 1268
2024
Q4 		$20.4K Buy
452
+8
+2% +$385 ﹤0.01% 1373
2024
Q3 		$22.1K Buy
444
+70
+19% +$3.29K ﹤0.01% 1263
2024
Q2 		$17.5K Buy
+374
New +$17.1K ﹤0.01% 842

Other funds holding EMGF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GeoWealth Management's EMGF Position: Q1 2025 in Review

GeoWealth Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2025, closing a stake of 452 shares — an estimated $20.4K sold.

GeoWealth Management first reported a position in EMGF in Q2 2024 and held it in 3 quarters. The position peaked at $22.1K in Q3 2024. 154 funds tracked by Wall St. Rank hold EMGF as of Q1 2025.

  • GeoWealth Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 452 iShares Emerging Markets Equity Factor ETF shares in Q1 2025, an estimated $20.4K.
  • GeoWealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2024 and held it in 3 quarters.
  • GeoWealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $22.1K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.