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

Ruedi 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 Q2	–	Sell	-43	Closed	-$2.01K	–	140
2025 Q1	$2.01K	Hold	43	–	–	﹤0.01%	258
2024 Q4	$1.94K	Sell	43 -3	-7%	-$144	﹤0.01%	264
2024 Q3	$2.3K	Sell	46 -4	-8%	-$188	﹤0.01%	263
2024 Q2	$2.32K	Sell	50 -6	-11%	-$275	﹤0.01%	314
2024 Q1	$2.51K	Sell	56 -6	-10%	-$258	﹤0.01%	225
2023 Q4	$2.64K	Sell	62 -1	-2%	-$42	﹤0.01%	200
2023 Q3	$2.57K	Buy	63 +62	+6,200%	+$2.6K	﹤0.01%	177
2023 Q2	$21	Hold	1	–	–	﹤0.01%	224
2023 Q1	$50	Buy	+1	New	+$42	﹤0.01%	255

Other funds holding EMGF

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

SWP

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

DWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ruedi Wealth Management's EMGF Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2025, closing a stake of 43 shares — an estimated $2.01K sold.

Ruedi Wealth Management first reported a position in EMGF in Q1 2023 and held it in 9 quarters. The position peaked at $2.64K in Q4 2023. 164 funds tracked by Wall St. Rank hold EMGF as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 43 iShares Emerging Markets Equity Factor ETF shares in Q2 2025, an estimated $2.01K.
Ruedi Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and held it in 9 quarters.
Ruedi Wealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $2.64K in Q4 2023.
164 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.