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	–	–	0.46%	58
2026 Q1	$581K	Sell	9,498 -830	-8%	-$51.8K	0.43%	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

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

Williams & Novak's EMGF Position: Q2 2026 in Review

Williams & Novak held its iShares Emerging Markets Equity Factor ETF (EMGF) position steady in Q2 2026 at 9,498 shares worth $696K. The position accounts for 0.46% of the portfolio, ranked #58.

Williams & Novak first reported a position in EMGF in Q4 2023 and has held it in 11 quarters since. The position peaked at $813K in Q1 2024. 231 funds tracked by Wall St. Rank hold EMGF as of Q2 2026.

Williams & Novak held 9,498 shares of iShares Emerging Markets Equity Factor ETF worth $696K as of Q2 2026.
Williams & Novak left its iShares Emerging Markets Equity Factor ETF share count unchanged in Q2 2026.
iShares Emerging Markets Equity Factor ETF made up 0.46% of Williams & Novak's portfolio in Q2 2026, its #58 holding.
Williams & Novak first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's iShares Emerging Markets Equity Factor ETF position peaked at $813K in Q1 2024.
231 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.