LifeGoal Wealth Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

LifeGoal Wealth 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	$5.12M	Buy	69,835 +6,080	+10%	+$425K	2.34%	10
2026 Q1	$3.9M	Buy	63,755 +6,624	+12%	+$413K	2.23%	12
2025 Q4	$3.31M	Buy	57,131 +9,857	+21%	+$568K	2.2%	11
2025 Q3	$2.67M	Buy	47,274 +2,114	+5%	+$114K	2.22%	9
2025 Q2	$2.35M	Buy	45,160 +6,653	+17%	+$322K	2.23%	10
2025 Q1	$1.8M	Sell	38,507 -3,030	-7%	-$141K	1.95%	15
2024 Q4	$1.88M	Buy	+41,537	New	+$2M	2.04%	15

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

LifeGoal Wealth Advisors's EMGF Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 9.5% in Q2 2026, buying an estimated $425K and bringing the position to 69,835 shares worth $5.12M. The position accounts for 2.34% of the portfolio, ranked #10.

LifeGoal Wealth Advisors first reported a position in EMGF in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

LifeGoal Wealth Advisors held 69,835 shares of iShares Emerging Markets Equity Factor ETF worth $5.12M as of Q2 2026.
LifeGoal Wealth Advisors bought 6,080 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $425K.
iShares Emerging Markets Equity Factor ETF made up 2.34% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #10 holding.
LifeGoal Wealth Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.