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Synergy Investment Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Synergy Investment 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 		– Sell
-73
Closed -$4.41K – 1113
2026
Q1 		$4.41K Buy
+73
New +$4.55K ﹤0.01% 599

Other funds holding EMGF

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
JP Morgan Chase
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Synergy Investment Management's EMGF Position: Q2 2026 in Review

Synergy Investment Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2026, closing a stake of 73 shares — an estimated $4.41K sold.

Synergy Investment Management first reported a position in EMGF in Q1 2026 and held it in 1 quarter. The position peaked at $4.41K in Q1 2026. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

  • Synergy Investment Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 73 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $4.41K.
  • Synergy Investment Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's iShares Emerging Markets Equity Factor ETF position peaked at $4.41K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.