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 Q3	$1.09M	Sell	15,226 -7,251	-32%	-$513K	0.97%	20
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Stonebridge Wealth Management's EMGF Position: Q3 2026 in Review

Stonebridge Wealth Management reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 32% in Q3 2026, selling an estimated $513K and leaving 15,226 shares worth $1.09M. The position accounts for 0.97% of the portfolio, ranked #20.

Stonebridge Wealth Management first reported a position in EMGF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.65M in Q2 2026. 51 funds tracked by Wall St. Rank hold EMGF as of Q3 2026.

Stonebridge Wealth Management held 15,226 shares of iShares Emerging Markets Equity Factor ETF worth $1.09M as of Q3 2026.
Stonebridge Wealth Management sold 7,251 iShares Emerging Markets Equity Factor ETF shares in Q3 2026, an estimated $513K.
iShares Emerging Markets Equity Factor ETF made up 0.97% of Stonebridge Wealth Management's portfolio in Q3 2026, its #20 holding.
Stonebridge Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2025 and has held it in 6 quarters since.
Stonebridge Wealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $1.65M in Q2 2026.
51 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.