Robertson Stephens Wealth Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Robertson Stephens Wealth Management’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 Q3	–	Sell	-28,211	Closed	-$1.47M	–	545
2025 Q2	$1.47M	Buy	28,211 +8,426	+43%	+$408K	0.05%	225
2025 Q1	$926K	Buy	19,785 +432	+2%	+$20.1K	0.03%	278
2024 Q4	$875K	Sell	19,353 -6,444	-25%	-$310K	0.03%	272
2024 Q3	$1.28M	Buy	25,797 +108	+0.4%	+$5.07K	0.05%	251
2024 Q2	$1.2M	Sell	25,689 -2,676	-9%	-$123K	0.06%	200
2024 Q1	$1.26M	Sell	28,365 -3,089	-10%	-$133K	0.07%	206
2023 Q4	$1.35M	Buy	31,454 +686	+2%	+$28.6K	0.08%	189
2023 Q3	$1.26M	Sell	30,768 -8,610	-22%	-$362K	0.08%	185
2023 Q2	$1.64M	Buy	39,378 +2,679	+7%	+$110K	0.12%	150
2023 Q1	$1.52M	Buy	+36,699	New	+$1.54M	0.12%	152

Other funds holding EMGF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VIA

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

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Robertson Stephens Wealth Management's EMGF Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2025, closing a stake of 28,211 shares — an estimated $1.47M sold.

Robertson Stephens Wealth Management first reported a position in EMGF in Q1 2023 and held it in 10 quarters. The position peaked at $1.64M in Q2 2023. 180 funds tracked by Wall St. Rank hold EMGF as of Q3 2025.

Robertson Stephens Wealth Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 28,211 iShares Emerging Markets Equity Factor ETF shares in Q3 2025, an estimated $1.47M.
Robertson Stephens Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and held it in 10 quarters.
Robertson Stephens Wealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $1.64M in Q2 2023.
180 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.