Oak Harbor Wealth Partners’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-20	Closed	-$1.21K	–	249
2026 Q1	$1.21K	Hold	20	–	–	﹤0.01%	273
2025 Q4	$1.16K	Hold	20	–	–	﹤0.01%	274
2025 Q3	$1.13K	Hold	20	–	–	﹤0.01%	249
2025 Q2	$1.04K	Buy	+20	New	+$967	﹤0.01%	240

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

Oak Harbor Wealth Partners's EMGF Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2026, closing a stake of 20 shares — an estimated $1.21K sold.

Oak Harbor Wealth Partners first reported a position in EMGF in Q2 2025 and held it in 4 quarters. The position peaked at $1.21K in Q1 2026. 231 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 20 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $1.21K.
Oak Harbor Wealth Partners first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2025 and held it in 4 quarters.
Oak Harbor Wealth Partners's iShares Emerging Markets Equity Factor ETF position peaked at $1.21K in Q1 2026.
231 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.