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Baron Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Baron Financial Group’s Portfolio IEMG Stock Details IEMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.12M Sell
37,692
-1,401
-4% -$112K 1.49% 23
2026
Q1 		$2.73M Sell
39,093
-3,197
-8% -$231K 1.47% 25
2025
Q4 		$2.84M Sell
42,290
-1,745
-4% -$117K 1.52% 24
2025
Q3 		$2.9M Sell
44,035
-892
-2% -$55.6K 1.59% 22
2025
Q2 		$2.7M Sell
44,927
-500
-1% -$27.9K 1.58% 22
2025
Q1 		$2.45M Buy
45,427
+661
+1% +$35.6K 1.54% 22
2024
Q4 		$2.34M Buy
44,766
+943
+2% +$52.2K 1.45% 23
2024
Q3 		$2.52M Sell
43,823
-585
-1% -$31.7K 1.54% 22
2024
Q2 		$2.38M Buy
44,408
+757
+2% +$39.9K 1.51% 22
2024
Q1 		$2.25M Buy
43,651
+4,280
+11% +$214K 1.39% 25
2023
Q4 		$1.99M Buy
39,371
+1,355
+4% +$65.6K 1.27% 26
2023
Q3 		$1.81M Buy
38,016
+720
+2% +$35.6K 1.18% 26
2023
Q2 		$1.84M Buy
37,296
+937
+3% +$45.8K 1.14% 27
2023
Q1 		$1.77M Buy
36,359
+945
+3% +$46.4K 1.12% 26
2022
Q4 		$1.65M Buy
35,414
+4,295
+14% +$195K 1.1% 28
2022
Q3 		$1.34M Buy
31,119
+2,165
+7% +$104K 0.9% 32
2022
Q2 		$1.42M Buy
28,954
+1,633
+6% +$84.4K 0.94% 26
2022
Q1 		$1.52M Buy
27,321
+2,139
+8% +$124K 0.88% 30
2021
Q4 		$1.51M Buy
25,182
+3,128
+14% +$193K 0.85% 31
2021
Q3 		$1.36M Buy
22,054
+2,290
+12% +$146K 0.83% 30
2021
Q2 		$1.32M Buy
19,764
+1,155
+6% +$76.1K 0.82% 30
2021
Q1 		$1.2M Buy
18,609
+351
+2% +$23.1K 0.82% 31
2020
Q4 		$1.13M Sell
18,258
-1,400
-7% -$80.7K 0.9% 28
2020
Q3 		$1.04M Buy
+19,658
New +$1.03M 0.98% 24

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baron Financial Group's IEMG Position: Q2 2026 in Review

Baron Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.6% in Q2 2026, selling an estimated $112K and leaving 37,692 shares worth $3.12M. The position accounts for 1.49% of the portfolio, ranked #23.

Baron Financial Group first reported a position in IEMG in Q3 2020 and has held it in 24 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Baron Financial Group held 37,692 shares of iShares Core MSCI Emerging Markets ETF worth $3.12M as of Q2 2026.
  • Baron Financial Group sold 1,401 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $112K.
  • iShares Core MSCI Emerging Markets ETF made up 1.49% of Baron Financial Group's portfolio in Q2 2026, its #23 holding.
  • Baron Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.