Strategic Wealth Partners’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Strategic Wealth Partners’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	$38.4K	Hold	635	–	–	﹤0.01%	560
2025 Q4	$36.7K	Sell	635 -174	-22%	-$10K	﹤0.01%	573
2025 Q3	$45.8K	Buy	809 +186	+30%	+$10K	﹤0.01%	571
2025 Q2	$32.4K	Buy	+623	New	+$30.1K	﹤0.01%	569
2019 Q4	–	Sell	-834	Closed	-$33	–	234
2019 Q3	$33	Sell	834 -96	-10%	-$3.94K	﹤0.01%	325
2019 Q2	$39K	Sell	930 -284	-23%	-$11.9K	0.02%	249
2019 Q1	$53K	Hold	1,214	–	–	0.02%	234
2018 Q4	$49K	Hold	1,214	–	–	0.02%	234
2018 Q3	$52K	Sell	1,214 -601	-33%	-$26.8K	0.03%	225
2018 Q2	$84K	Buy	1,815 +395	+28%	+$19.6K	0.05%	208
2018 Q1	$73K	Sell	1,420 -18	-1%	-$926	0.04%	213
2017 Q4	$70K	Buy	+1,438	New	+$69.5K	0.04%	200

Other funds holding EMGF

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return

Strategic Wealth Partners's EMGF Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Emerging Markets Equity Factor ETF (EMGF) position steady in Q1 2026 at 635 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Strategic Wealth Partners first reported a position in EMGF in Q4 2017 and has held it in 12 quarters since. The position peaked at $84K in Q2 2018. 216 funds tracked by Wall St. Rank hold EMGF as of Q1 2026.

Strategic Wealth Partners held 635 shares of iShares Emerging Markets Equity Factor ETF worth $38.4K as of Q1 2026.
Strategic Wealth Partners left its iShares Emerging Markets Equity Factor ETF share count unchanged in Q1 2026.
iShares Emerging Markets Equity Factor ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #560 holding.
Strategic Wealth Partners first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's iShares Emerging Markets Equity Factor ETF position peaked at $84K in Q2 2018.
216 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.