Ridgeline Wealth’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Ridgeline Wealth’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	$295K	Hold	4,030	–	–	0.17%	48
2026 Q1	$244K	Sell	4,030 -58	-1%	-$3.62K	0.17%	44
2025 Q4	$237K	Sell	4,088 -200	-5%	-$11.5K	0.16%	48
2025 Q3	$243K	Sell	4,288 -1	-0%	-$54	0.18%	45
2025 Q2	$223K	Sell	4,289 -4,689	-52%	-$227K	0.18%	46
2025 Q1	$420K	Sell	8,978 -443	-5%	-$20.6K	0.36%	37
2024 Q4	$426K	Buy	+9,421	New	+$453K	0.35%	37

Other funds holding EMGF

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return