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Van Hulzen Asset Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-180
Closed -$8.14K – 522
2024
Q4 		$8.14K Buy
+180
New +$8.66K ﹤0.01% 803

Other funds holding EMGF

JP Morgan Chase
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Van Hulzen Asset Management's EMGF Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q1 2025, closing a stake of 180 shares — an estimated $8.14K sold.

Van Hulzen Asset Management first reported a position in EMGF in Q4 2024 and held it in 1 quarter. The position peaked at $8.14K in Q4 2024. 154 funds tracked by Wall St. Rank hold EMGF as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 180 iShares Emerging Markets Equity Factor ETF shares in Q1 2025, an estimated $8.14K.
  • Van Hulzen Asset Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's iShares Emerging Markets Equity Factor ETF position peaked at $8.14K in Q4 2024.
  • 154 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.