Wetzel Investment Advisors’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Wetzel Investment Advisors’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	$2.45M	Sell	33,466 -2,188	-6%	-$153K	0.85%	27
2026 Q1	$2.15M	Buy	35,654 +14,803	+71%	+$924K	0.86%	26
2025 Q4	$1.21M	Buy	20,851 +4,841	+30%	+$279K	0.49%	39
2025 Q3	$906K	Buy	16,010 +2,166	+16%	+$117K	0.39%	43
2025 Q2	$721K	Buy	+13,844	New	+$670K	0.33%	47

Other funds holding EMGF

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wetzel Investment Advisors's EMGF Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 6.1% in Q2 2026, selling an estimated $153K and leaving 33,466 shares worth $2.45M. The position accounts for 0.85% of the portfolio, ranked #27.

Wetzel Investment Advisors first reported a position in EMGF in Q2 2025 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Wetzel Investment Advisors held 33,466 shares of iShares Emerging Markets Equity Factor ETF worth $2.45M as of Q2 2026.
Wetzel Investment Advisors sold 2,188 iShares Emerging Markets Equity Factor ETF shares in Q2 2026, an estimated $153K.
iShares Emerging Markets Equity Factor ETF made up 0.85% of Wetzel Investment Advisors's portfolio in Q2 2026, its #27 holding.
Wetzel Investment Advisors first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
229 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.