Williams & Novak’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Williams & Novak’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	$696K	Hold	9,498	–	–	0.47%	58
2026 Q1	$581K	Sell	9,498 -830	-8%	-$51.8K	0.44%	62
2025 Q4	$597K	Sell	10,328 -61	-0.6%	-$3.51K	0.45%	57
2025 Q3	$588K	Sell	10,389 -1,434	-12%	-$77.4K	0.45%	58
2025 Q2	$616K	Buy	11,823 +516	+5%	+$25K	0.52%	52
2025 Q1	$532K	Sell	11,307 -596	-5%	-$27.7K	0.52%	53
2024 Q4	$538K	Sell	11,903 -588	-5%	-$28.3K	0.52%	51
2024 Q3	$622K	Sell	12,491 -3,129	-20%	-$147K	0.58%	47
2024 Q2	$729K	Sell	15,620 -3,348	-18%	-$153K	0.68%	38
2024 Q1	$813K	Hold	18,968	–	–	0.92%	34
2023 Q4	$813K	Buy	+18,968	New	+$791K	0.92%	34

Other funds holding EMGF

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM