Signature Estate & Investment Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Signature Estate & Investment Advisors’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	$1.11M	Buy	15,183 +498	+3%	+$34.8K	0.02%	249
2026 Q1	$887K	Sell	14,685 -690	-4%	-$43.1K	0.02%	289
2025 Q4	$889K	Sell	15,375 -75	-0.5%	-$4.32K	0.02%	275
2025 Q3	$874K	Sell	15,450 -1,468	-9%	-$79.2K	0.02%	269
2025 Q2	$881K	Sell	16,918 -16,812	-50%	-$813K	0.02%	252
2025 Q1	$1.58M	Sell	33,730 -418	-1%	-$19.4K	0.04%	168
2024 Q4	$1.54M	Buy	34,148 +2,299	+7%	+$111K	0.04%	168
2024 Q3	$1.59M	Buy	31,849 +10,120	+47%	+$475K	0.04%	158
2024 Q2	$1.01M	Buy	+21,729	New	+$995K	0.03%	199

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

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

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return