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NWAM LLC’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

NWAM LLC’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
Q1 		– Sell
-3,716
Closed -$232K – 639
2025
Q4 		$232K Buy
+3,716
New +$214K 0.01% 563
2023
Q2 		– Sell
-5,952
Closed -$247K – 542
2023
Q1 		$247K Buy
+5,952
New +$250K 0.03% 403

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return

NWAM LLC's EMGF Position: Q1 2026 in Review

NWAM LLC sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2026, closing a stake of 3,716 shares — an estimated $232K sold.

NWAM LLC first reported a position in EMGF in Q1 2023 and held it in 2 quarters. The position peaked at $247K in Q1 2023. 218 funds tracked by Wall St. Rank hold EMGF as of Q1 2026.

  • NWAM LLC reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
  • NWAM LLC sold 3,716 iShares Emerging Markets Equity Factor ETF shares in Q1 2026, an estimated $232K.
  • NWAM LLC first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and held it in 2 quarters.
  • NWAM LLC's iShares Emerging Markets Equity Factor ETF position peaked at $247K in Q1 2023.
  • 218 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.