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

Novem 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 Q3	–	Sell	-5,027	Closed	-$368K	–	451
2026 Q2	$368K	Sell	5,027 -397	-7%	-$27.8K	0.04%	325
2026 Q1	$328K	Sell	5,424 -1,106	-17%	-$69K	0.04%	339
2025 Q4	$378K	Buy	6,530 +325	+5%	+$18.7K	0.04%	302
2025 Q3	$351K	Sell	6,205 -513	-8%	-$27.7K	0.04%	308
2025 Q2	$350K	Sell	6,718 -51	-0.8%	-$2.47K	0.04%	295
2025 Q1	$317K	Sell	6,769 -488	-7%	-$22.7K	0.04%	280
2024 Q4	$328K	Buy	+7,257	New	+$349K	0.05%	274

Other funds holding EMGF

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

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

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

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

Novem Group's EMGF Position: Q3 2026 in Review

Novem Group sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2026, closing a stake of 5,027 shares — an estimated $368K sold.

Novem Group first reported a position in EMGF in Q4 2024 and held it in 7 quarters. The position peaked at $378K in Q4 2025. 68 funds tracked by Wall St. Rank hold EMGF as of Q3 2026.

Novem Group reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2026 after selling out during the quarter.
Novem Group sold 5,027 iShares Emerging Markets Equity Factor ETF shares in Q3 2026, an estimated $368K.
Novem Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2024 and held it in 7 quarters.
Novem Group's iShares Emerging Markets Equity Factor ETF position peaked at $378K in Q4 2025.
68 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.