Modern Wealth Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Modern Wealth Management’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	$6.27M	Sell	85,519 -22,891	-21%	-$1.6M	0.07%	235
2026 Q1	$6.63M	Sell	108,410 -332	-0.3%	-$20.7K	0.11%	173
2025 Q4	$6.29M	Sell	108,742 -326	-0.3%	-$18.8K	0.11%	166
2025 Q3	$6.17M	Buy	109,068 +1,163	+1%	+$62.7K	0.12%	169
2025 Q2	$5.62M	Sell	107,905 -634	-0.6%	-$30.7K	0.14%	151
2025 Q1	$5.08M	Buy	+108,539	New	+$5.04M	0.16%	123

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

Modern Wealth Management's EMGF Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 21% in Q2 2026, selling an estimated $1.6M and leaving 85,519 shares worth $6.27M. The position accounts for 0.07% of the portfolio, ranked #235.

Modern Wealth Management first reported a position in EMGF in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.63M in Q1 2026. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Modern Wealth Management held 85,519 shares of iShares Emerging Markets Equity Factor ETF worth $6.27M as of Q2 2026.
Modern Wealth Management sold 22,891 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $1.6M.
iShares Emerging Markets Equity Factor ETF made up 0.07% of Modern Wealth Management's portfolio in Q2 2026, its #235 holding.
Modern Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2025 and has held it in 6 quarters since.
Modern Wealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $6.63M in Q1 2026.
229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.