Brio Consultants’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Brio Consultants’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 Q3	$232K	Buy	+2,859	New	+$230K	0.03%	152

Other funds holding IEMG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Brio Consultants's IEMG Position: Q3 2026 in Review

Brio Consultants opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2026: 2,859 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings.

2,231 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Brio Consultants held 2,859 shares of iShares Core MSCI Emerging Markets ETF worth $232K as of Q3 2026.
iShares Core MSCI Emerging Markets ETF was a new Brio Consultants position in Q3 2026.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Brio Consultants's portfolio in Q3 2026, its #152 holding.
2,231 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Brio Consultants's 13F filing for Q3 2026, filed 13 Nov 2026.