Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Wealth Enhancement Advisory Services’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	$486K	Buy	+8,056	New	+$503K	﹤0.01%	2342
2024 Q3	–	Sell	-5,643	Closed	-$263K	–	2832
2024 Q2	$263K	Buy	5,643 +8	+0.1%	+$366	﹤0.01%	2073
2024 Q1	$251K	Sell	5,635 -50	-0.9%	-$2.15K	﹤0.01%	2035
2023 Q4	$244K	Buy	5,685 +25	+0.4%	+$1.04K	﹤0.01%	1977
2023 Q3	$231K	Buy	+5,660	New	+$238K	﹤0.01%	1914

Other funds holding EMGF

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return

Fidelity Investments

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