Steward Partners Investment Advisory’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-5	Closed	-$289	–	4473
2025 Q4	$289	Hold	5	–	–	﹤0.01%	4179
2025 Q3	$283	Buy	+5	New	+$270	﹤0.01%	4158
2022 Q4	–	Sell	-3,653	Closed	-$140K	–	3392
2022 Q3	$140K	Sell	3,653 -2,210	-38%	-$93.7K	﹤0.01%	1354
2022 Q2	$252K	Sell	5,863 -878	-13%	-$40.1K	﹤0.01%	1112
2022 Q1	$326K	Sell	6,741 -4,443	-40%	-$222K	0.01%	1091
2021 Q4	$572K	Buy	11,184 +6,685	+149%	+$344K	0.01%	897
2021 Q3	$232K	Buy	4,499 +846	+23%	+$44.6K	﹤0.01%	1213
2021 Q2	$198K	Buy	3,653 +1,830	+100%	+$97.9K	﹤0.01%	1553
2021 Q1	$94.9K	Buy	1,823 +1,598	+710%	+$83.2K	﹤0.01%	1658
2020 Q4	$11K	Buy	+225	New	+$10.4K	﹤0.01%	2265
2020 Q1	–	Sell	-215	Closed	-$9K	–	2543
2019 Q4	$9K	Buy	+215	New	+$9.28K	﹤0.01%	2047
2019 Q3	–	Sell	-1,616	Closed	-$68K	–	2653
2019 Q2	$68K	Buy	+1,616	New	+$67.5K	﹤0.01%	1212
2018 Q3	–	Sell	-250	Closed	-$12K	–	2615
2018 Q2	$12K	Buy	+250	New	+$12.4K	﹤0.01%	1667

Other funds holding EMGF

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return

Steward Partners Investment Advisory's EMGF Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2026, closing a stake of 5 shares — an estimated $289 sold.

Steward Partners Investment Advisory first reported a position in EMGF in Q2 2018 and held it in 13 quarters. The position peaked at $572K in Q4 2021. 217 funds tracked by Wall St. Rank hold EMGF as of Q1 2026.

Steward Partners Investment Advisory reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 5 iShares Emerging Markets Equity Factor ETF shares in Q1 2026, an estimated $289.
Steward Partners Investment Advisory first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2018 and held it in 13 quarters.
Steward Partners Investment Advisory's iShares Emerging Markets Equity Factor ETF position peaked at $572K in Q4 2021.
217 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.