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

Berger 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	$792K	Buy	9,565 +326	+4%	+$26K	0.04%	242
2026 Q1	$644K	Buy	9,239 +13	+0.1%	+$938	0.04%	257
2025 Q4	$620K	Sell	9,226 -4	-0%	-$268	0.04%	264
2025 Q3	$608K	Buy	9,230 +122	+1%	+$7.61K	0.04%	262
2025 Q2	$547K	Sell	9,108 -86	-0.9%	-$4.8K	0.04%	256
2025 Q1	$496K	Buy	9,194 +99	+1%	+$5.33K	0.03%	258
2024 Q4	$475K	Buy	+9,095	New	+$504K	0.03%	260

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Berger Financial Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.5% in Q2 2026, buying an estimated $26K and bringing the position to 9,565 shares worth $792K. The position accounts for 0.04% of the portfolio, ranked #242.

Berger Financial Group first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Berger Financial Group held 9,565 shares of iShares Core MSCI Emerging Markets ETF worth $792K as of Q2 2026.
Berger Financial Group bought 326 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $26K.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #242 holding.
Berger Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.