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Burkett Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Burkett Financial Services’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 		– Sell
-159
Closed -$11.1K – 275
2026
Q1 		$11.1K Buy
+159
New +$11.5K ﹤0.01% 165
2025
Q1 		– Sell
-7
Closed -$366 – 254
2024
Q4 		$366 Buy
+7
New +$388 ﹤0.01% 209

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

Burkett Financial Services's IEMG Position: Q2 2026 in Review

Burkett Financial Services sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026, closing a stake of 159 shares — an estimated $11.1K sold.

Burkett Financial Services first reported a position in IEMG in Q4 2024 and held it in 2 quarters. The position peaked at $11.1K in Q1 2026. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Burkett Financial Services reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Burkett Financial Services sold 159 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $11.1K.
  • Burkett Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and held it in 2 quarters.
  • Burkett Financial Services's iShares Core MSCI Emerging Markets ETF position peaked at $11.1K in Q1 2026.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.