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Kelly Financial Group’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Kelly Financial Group’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 		$281K Sell
3,833
-20
-0.5% -$1.4K 0.06% 83
2026
Q1 		$233K Buy
3,853
+284
+8% +$17.7K 0.06% 86
2025
Q4 		$206K Sell
3,569
-153
-4% -$8.81K 0.05% 91
2025
Q3 		$211K Buy
+3,722
New +$201K 0.06% 86

Other funds holding EMGF

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
JP Morgan Chase
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kelly Financial Group's EMGF Position: Q2 2026 in Review

Kelly Financial Group reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 0.52% in Q2 2026, selling an estimated $1.4K and leaving 3,833 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #83.

Kelly Financial Group first reported a position in EMGF in Q3 2025 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

  • Kelly Financial Group held 3,833 shares of iShares Emerging Markets Equity Factor ETF worth $281K as of Q2 2026.
  • Kelly Financial Group sold 20 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $1.4K.
  • iShares Emerging Markets Equity Factor ETF made up 0.06% of Kelly Financial Group's portfolio in Q2 2026, its #83 holding.
  • Kelly Financial Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.