Hoxton Planning & Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Hoxton Planning & 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
2026 Q1	$270K	Sell	4,474 -412	-8%	-$25.7K	0.08%	175
2025 Q4	$283K	Buy	4,886 +23	+0.5%	+$1.32K	0.08%	168
2025 Q3	$275K	Sell	4,863 -35	-0.7%	-$1.89K	0.09%	163
2025 Q2	$255K	Sell	4,898 -180	-4%	-$8.71K	0.09%	173
2025 Q1	$238K	Buy	+5,078	New	+$236K	0.09%	170
2024 Q1	–	Sell	-7,599	Closed	-$326K	–	166
2023 Q4	$326K	Sell	7,599 -4,441	-37%	-$185K	0.17%	104
2023 Q3	$492K	Sell	12,040 -7,934	-40%	-$333K	0.32%	66
2023 Q2	$830K	Sell	19,974 -11,580	-37%	-$477K	0.51%	37
2023 Q1	$1.31M	Buy	+31,554	New	+$1.33M	0.72%	28

Other funds holding EMGF

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

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return