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

Stonebridge 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
2026 Q2	$1.65M	Sell	22,477 -277	-1%	-$19.4K	1.47%	16
2026 Q1	$1.38M	Buy	22,754 +6	+0%	+$374	1.32%	17
2025 Q4	$1.32M	Sell	22,748 -3,685	-14%	-$212K	1.24%	18
2025 Q3	$1.5M	Sell	26,433 -264	-1%	-$14.2K	1.28%	22
2025 Q2	$1.39M	Buy	+26,697	New	+$1.29M	1.31%	21

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

Stonebridge Wealth Management's EMGF Position: Q2 2026 in Review

Stonebridge Wealth Management reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 1.2% in Q2 2026, selling an estimated $19.4K and leaving 22,477 shares worth $1.65M. The position accounts for 1.47% of the portfolio, ranked #16.

Stonebridge Wealth Management first reported a position in EMGF in Q2 2025 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Stonebridge Wealth Management held 22,477 shares of iShares Emerging Markets Equity Factor ETF worth $1.65M as of Q2 2026.
Stonebridge Wealth Management sold 277 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $19.4K.
iShares Emerging Markets Equity Factor ETF made up 1.47% of Stonebridge Wealth Management's portfolio in Q2 2026, its #16 holding.
Stonebridge Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
230 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.