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 Q3	$5.17M	Buy	72,271 +2,436	+3%	+$172K	1.58%	18
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

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

LifeGoal Wealth Advisors's EMGF Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 3.5% in Q3 2026, buying an estimated $172K and bringing the position to 72,271 shares worth $5.17M. The position accounts for 1.58% of the portfolio, ranked #18.

LifeGoal Wealth Advisors first reported a position in EMGF in Q4 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold EMGF as of Q3 2026.

LifeGoal Wealth Advisors held 72,271 shares of iShares Emerging Markets Equity Factor ETF worth $5.17M as of Q3 2026.
LifeGoal Wealth Advisors bought 2,436 iShares Emerging Markets Equity Factor ETF shares in Q3 2026, an estimated $172K.
iShares Emerging Markets Equity Factor ETF made up 1.58% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #18 holding.
LifeGoal Wealth Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2024 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.