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

Regal 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
2025
Q1 		– Sell
-8,628
Closed -$390K – 470
2024
Q4 		$390K Sell
8,628
-211
-2% -$10.1K 0.03% 364
2024
Q3 		$440K Buy
8,839
+41
+0.5% +$1.93K 0.03% 374
2024
Q2 		$411K Sell
8,798
-389
-4% -$17.8K 0.03% 394
2024
Q1 		$409K Buy
9,187
+356
+4% +$15.3K 0.03% 398
2023
Q4 		$379K Sell
8,831
-143
-2% -$5.96K 0.03% 373
2023
Q3 		$367K Sell
8,974
-588
-6% -$24.7K 0.03% 350
2023
Q2 		$397K Hold
9,562
– – 0.03% 333
2023
Q1 		$397K Buy
9,562
+156
+2% +$6.55K 0.04% 329
2022
Q4 		$386K Sell
9,406
-688
-7% -$27.9K 0.04% 331
2022
Q3 		$388K Sell
10,094
-3,680
-27% -$156K 0.04% 311
2022
Q2 		$591K Sell
13,774
-782
-5% -$35.7K 0.06% 253
2022
Q1 		$704K Sell
14,556
-818
-5% -$40.9K 0.06% 261
2021
Q4 		$786K Sell
15,374
-481
-3% -$24.7K 0.07% 276
2021
Q3 		$818K Buy
15,855
+4,634
+41% +$244K 0.08% 264
2021
Q2 		$608K Buy
+11,221
New +$600K 0.06% 302

Other funds holding EMGF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regal Investment Advisors's EMGF Position: Q1 2025 in Review

Regal Investment Advisors sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2025, closing a stake of 8,628 shares — an estimated $390K sold.

Regal Investment Advisors first reported a position in EMGF in Q2 2021 and held it in 15 quarters. The position peaked at $818K in Q3 2021. 154 funds tracked by Wall St. Rank hold EMGF as of Q1 2025.

  • Regal Investment Advisors reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 8,628 iShares Emerging Markets Equity Factor ETF shares in Q1 2025, an estimated $390K.
  • Regal Investment Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2021 and held it in 15 quarters.
  • Regal Investment Advisors's iShares Emerging Markets Equity Factor ETF position peaked at $818K in Q3 2021.
  • 154 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.