JWCA
EMGF icon

J.W. Cole Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

J.W. Cole 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 		$574K Buy
9,495
+423
+5% +$26.4K 0.02% 491
2025
Q4 		$525K Buy
9,072
+559
+7% +$32.2K 0.01% 879
2025
Q3 		$482K Buy
8,513
+1,421
+20% +$76.7K 0.01% 999
2025
Q2 		$369K Sell
7,092
-209
-3% -$10.1K 0.01% 1041
2025
Q1 		$342K Buy
7,301
+1,258
+21% +$58.5K 0.01% 903
2024
Q4 		$273K Sell
6,043
-134
-2% -$6.44K 0.01% 815
2024
Q3 		$308K Sell
6,177
-120
-2% -$5.64K 0.01% 760
2024
Q2 		$294K Buy
6,297
+144
+2% +$6.6K 0.01% 711
2024
Q1 		$274K Buy
6,153
+225
+4% +$9.68K 0.01% 719
2023
Q4 		$254K Buy
+5,928
New +$247K 0.01% 697

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