Alera Investment Advisors, LLC EMGF — ISHARES INC MLT FCTR EMG MKT

Ownership history in Alera Investment Advisors, LLC  ·  3 quarters on record

AI Ownership Summary

Alera Investment Advisors, LLC reported ISHARES INC MLT FCTR EMG MKT (EMGF) in 3 quarterly 13F filings from 2024 Q2 through 2024 Q3. Peak portfolio weight reached 1.2% in 2024 Q2. The latest visible filing shows EMGF at 0.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alera Investment Advisors, LLC's position in ISHARES INC MLT FCTR EMG MKT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

EMGF was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EMGF stock page Alera Investment Advisors, LLC fund profile Alera Investment Advisors, LLC full holdings
How Alera Investment Advisors, LLC held EMGF — position size vs. price
% of Fund (quarterly)    EMGF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 29.5% -6.6% ✅ 151,377 -63,262 -29.5% 0.89% $7.5M 2024-11-14 (Est.) $44.05
2024 Q2 ADDED — — — 214,639 +212,001 +8036.4% 1.20% $10.0M 2024-08-13 $43.63
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EMGF

As of 2026 Q2 — sorted by position size

Hixon Zuercher, LLC 3Y 3.24% RHS Financial, LLC 3Y 7Y 2.54% LifeGoal Investments, LLC 2.34% Frontier Asset Management, LLC 3Y 2.17% Navigation Group, LLC 1.83% Weil Company, Inc. 3Y 7Y 1.75% MorganRosel Wealth Management, LLC 3Y 7Y 1.7% EVOLVE PRIVATE WEALTH, LLC 1.67% VANTAGEPOINT INVESTMENT ADVISERS LLC 3Y 7Y 1.6% SAGESPRING WEALTH PARTNERS, LLC 1.6%

FAQ About Alera Investment Advisors, LLC and EMGF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alera Investment Advisors, LLC reported owning EMGF?

Alera Investment Advisors, LLC reported EMGF across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q3.

What was the largest reported EMGF position in Alera Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for EMGF was 1.20% in 2024 Q2.

What is the latest reported EMGF position on this page?

The most recent filing on this page is 2024 Q3, when Alera Investment Advisors, LLC reported 151,377 shares, equal to 0.89% of portfolio, with an estimated market value of $7.5M.

What does the chart on this EMGF ownership page compare?

The chart compares Alera Investment Advisors, LLC's quarterly EMGF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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