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

Ullmann Wealth Partners Group’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	$2.34M	Sell	38,700 -8,500	-18%	-$530K	0.24%	45
2025 Q4	$2.77M	Sell	47,200 -19,752	-30%	-$1.14M	0.29%	40
2025 Q3	$3.79M	Sell	66,952 -25,541	-28%	-$1.38M	0.41%	34
2025 Q2	$4.82M	Sell	92,493 -24,242	-21%	-$1.17M	0.57%	28
2025 Q1	$5.46M	Sell	116,735 -35,499	-23%	-$1.65M	0.73%	24
2024 Q4	$6.89M	Sell	152,234 -45,630	-23%	-$2.19M	0.89%	21
2024 Q3	$9.85M	Sell	197,864 -69,534	-26%	-$3.27M	1.27%	16
2024 Q2	$12.5M	Sell	267,398 -85,260	-24%	-$3.91M	1.78%	12
2024 Q1	$15.7M	Sell	352,658 -46,647	-12%	-$2.01M	2.34%	12
2023 Q4	$17.1M	Buy	399,305 +41,913	+12%	+$1.75M	2.79%	11
2023 Q3	$14.6M	Buy	357,392 +203,942	+133%	+$8.57M	2.73%	11
2023 Q2	$6.38M	Buy	+153,450	New	+$6.33M	1.28%	18

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

Ullmann Wealth Partners Group's EMGF Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 18% in Q1 2026, selling an estimated $530K and leaving 38,700 shares worth $2.34M. The position accounts for 0.24% of the portfolio, ranked #45.

Ullmann Wealth Partners Group first reported a position in EMGF in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.1M in Q4 2023. 216 funds tracked by Wall St. Rank hold EMGF as of Q1 2026.

Ullmann Wealth Partners Group held 38,700 shares of iShares Emerging Markets Equity Factor ETF worth $2.34M as of Q1 2026.
Ullmann Wealth Partners Group sold 8,500 iShares Emerging Markets Equity Factor ETF shares in Q1 2026, an estimated $530K.
iShares Emerging Markets Equity Factor ETF made up 0.24% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #45 holding.
Ullmann Wealth Partners Group first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2023 and has held it in 12 quarters since.
Ullmann Wealth Partners Group's iShares Emerging Markets Equity Factor ETF position peaked at $17.1M in Q4 2023.
216 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.