Williams & Novak
EMGF icon

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
Q3 		$738K Buy
10,314
+816
+9% +$57.8K 0.44% 53
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

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Hixon Zuercher
Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Williams & Novak's EMGF Position: Q3 2026 in Review

Williams & Novak increased its iShares Emerging Markets Equity Factor ETF (EMGF) stake by 8.6% in Q3 2026, buying an estimated $57.8K and bringing the position to 10,314 shares worth $738K. The position accounts for 0.44% of the portfolio, ranked #53.

Williams & Novak first reported a position in EMGF in Q4 2023 and has held it in 12 quarters since. The position peaked at $813K in Q1 2024. 66 funds tracked by Wall St. Rank hold EMGF as of Q3 2026.

  • Williams & Novak held 10,314 shares of iShares Emerging Markets Equity Factor ETF worth $738K as of Q3 2026.
  • Williams & Novak bought 816 iShares Emerging Markets Equity Factor ETF shares in Q3 2026, an estimated $57.8K.
  • iShares Emerging Markets Equity Factor ETF made up 0.44% of Williams & Novak's portfolio in Q3 2026, its #53 holding.
  • Williams & Novak first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • Williams & Novak's iShares Emerging Markets Equity Factor ETF position peaked at $813K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.