Stokes Family Office’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Stokes Family Office’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	$6.42M	Sell	87,614 -120,688	-58%	-$8.44M	0.75%	40
2026 Q1	$12.6M	Sell	208,302 -113,014	-35%	-$7.05M	1.3%	17
2025 Q4	$18.6M	Buy	321,316 +49,379	+18%	+$2.84M	1.7%	14
2025 Q3	$15.4M	Buy	271,937 +28,827	+12%	+$1.56M	1.46%	15
2025 Q2	$12.7M	Buy	243,110 +105,697	+77%	+$5.11M	1.33%	16
2025 Q1	$6.43M	Buy	137,413 +24,008	+21%	+$1.12M	0.72%	33
2024 Q4	$5.13M	Buy	+113,405	New	+$5.45M	0.55%	44
2023 Q4	–	Sell	-11,307	Closed	-$462K	–	253
2023 Q3	$462K	Buy	11,307 +5,201	+85%	+$219K	0.05%	192
2023 Q2	$254K	Sell	6,106 -4,273	-41%	-$176K	0.03%	265
2023 Q1	$431K	Buy	+10,379	New	+$436K	0.05%	185

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Stokes Family Office's EMGF Position: Q2 2026 in Review

Stokes Family Office reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 58% in Q2 2026, selling an estimated $8.44M and leaving 87,614 shares worth $6.42M. The position accounts for 0.75% of the portfolio, ranked #40.

Stokes Family Office first reported a position in EMGF in Q1 2023 and has held it in 10 quarters since. The position peaked at $18.6M in Q4 2025. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Stokes Family Office held 87,614 shares of iShares Emerging Markets Equity Factor ETF worth $6.42M as of Q2 2026.
Stokes Family Office sold 120,688 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $8.44M.
iShares Emerging Markets Equity Factor ETF made up 0.75% of Stokes Family Office's portfolio in Q2 2026, its #40 holding.
Stokes Family Office first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2023 and has held it in 10 quarters since.
Stokes Family Office's iShares Emerging Markets Equity Factor ETF position peaked at $18.6M in Q4 2025.
229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.