SWP
EMGF icon

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

Sagespring Wealth 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
Q1 		$83.5M Buy
1,382,441
+191,408
+16% +$11.9M 1.52% 17
2025
Q4 		$68.9M Buy
1,191,033
+37,367
+3% +$2.15M 1.25% 18
2025
Q3 		$65.3M Buy
1,153,666
+42,707
+4% +$2.3M 1.28% 17
2025
Q2 		$57.8M Buy
1,110,959
+119,634
+12% +$5.79M 1.25% 18
2025
Q1 		$46.4M Buy
991,325
+589,290
+147% +$27.4M 1.17% 19
2024
Q4 		$18.2M Buy
+402,035
New +$19.3M 0.48% 36

Other funds holding EMGF

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sagespring Wealth Partners's EMGF Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 16% in Q1 2026, buying an estimated $11.9M and bringing the position to 1,382,441 shares worth $83.5M. The position accounts for 1.52% of the portfolio, ranked #17.

Sagespring Wealth Partners first reported a position in EMGF in Q4 2024 and has held it in 6 quarters since. 216 funds tracked by Wall St. Rank hold EMGF as of Q1 2026.

  • Sagespring Wealth Partners held 1,382,441 shares of iShares Emerging Markets Equity Factor ETF worth $83.5M as of Q1 2026.
  • Sagespring Wealth Partners bought 191,408 iShares Emerging Markets Equity Factor ETF shares in Q1 2026, an estimated $11.9M.
  • iShares Emerging Markets Equity Factor ETF made up 1.52% of Sagespring Wealth Partners's portfolio in Q1 2026, its #17 holding.
  • Sagespring Wealth Partners first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.