OneDigital Investment Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

OneDigital Investment 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 Q1	$1.03M	Buy	+17,110	New	+$1.07M	0.01%	674
2022 Q2	–	Sell	-4,516	Closed	-$219K	–	742
2022 Q1	$219K	Hold	4,516	–	–	0.01%	678
2021 Q4	$231K	Hold	4,516	–	–	0.01%	678
2021 Q3	$233K	Hold	4,516	–	–	0.01%	641
2021 Q2	$245K	Hold	4,516	–	–	0.01%	616
2021 Q1	$235K	Hold	4,516	–	–	0.01%	569
2020 Q4	$222K	Buy	+4,516	New	+$209K	0.01%	572
2020 Q1	–	Sell	-4,516	Closed	-$206K	–	583
2019 Q4	$206K	Buy	+4,516	New	+$195K	0.02%	515

Other funds holding EMGF

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return