Kastel Capital Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Kastel Capital 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 Q2	$2.51M	Sell	41,526 -15,412	-27%	-$1.08M	1.59%	20
2026 Q1	$3.29M	Hold	56,938	–	–	2.02%	14
2025 Q4	$3.29M	Buy	+56,938	New	+$3.28M	2.02%	14

Other funds holding EMGF

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kastel Capital Advisors's EMGF Position: Q2 2026 in Review

Kastel Capital Advisors reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 27% in Q2 2026, selling an estimated $1.08M and leaving 41,526 shares worth $2.51M. The position accounts for 1.59% of the portfolio, ranked #20.

Kastel Capital Advisors first reported a position in EMGF in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.29M in Q1 2026. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Kastel Capital Advisors held 41,526 shares of iShares Emerging Markets Equity Factor ETF worth $2.51M as of Q2 2026.
Kastel Capital Advisors sold 15,412 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $1.08M.
iShares Emerging Markets Equity Factor ETF made up 1.59% of Kastel Capital Advisors's portfolio in Q2 2026, its #20 holding.
Kastel Capital Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
Kastel Capital Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $3.29M in Q1 2026.
229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.