Root Financial Partners’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Root Financial 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 Q3	$28K	Buy	+391	New	+$27.7K	﹤0.01%	1375
2026 Q2	–	Sell	-396	Closed	-$24K	–	1232
2026 Q1	$24K	Sell	396 -375	-49%	-$23.4K	﹤0.01%	1219
2025 Q4	$44.6K	Buy	771 +5	+0.7%	+$288	﹤0.01%	760
2025 Q3	$43.3K	Buy	+766	New	+$41.3K	﹤0.01%	721

Other funds holding EMGF

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's EMGF Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2026: 391 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EMGF as recently as Q1 2026.

Root Financial Partners first reported a position in EMGF in Q3 2025 and has held it in 4 quarters since. The position peaked at $44.6K in Q4 2025. 212 funds tracked by Wall St. Rank hold EMGF as of Q3 2026.

Root Financial Partners held 391 shares of iShares Emerging Markets Equity Factor ETF worth $28K as of Q3 2026.
iShares Emerging Markets Equity Factor ETF was a new Root Financial Partners position in Q3 2026.
iShares Emerging Markets Equity Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1375 holding.
Root Financial Partners first reported a position in iShares Emerging Markets Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's iShares Emerging Markets Equity Factor ETF position peaked at $44.6K in Q4 2025.
212 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.