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Cardinal Strategic Wealth Guidance’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Cardinal Strategic Wealth Guidance’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
2025
Q3 		– Sell
-2,531
Closed -$152K – 59
2025
Q2 		$152K Hold
2,531
– – 0.04% 52
2025
Q1 		$137K Sell
2,531
-1,673
-40% -$90.1K 0.04% 50
2024
Q4 		$220K Sell
4,204
-1,774
-30% -$98.2K 0.07% 64
2024
Q3 		$343K Sell
5,978
-2,641
-31% -$143K 0.11% 44
2024
Q2 		$461K Sell
8,619
-2,606
-23% -$137K 0.17% 36
2024
Q1 		$579K Sell
11,225
-42,297
-79% -$2.12M 0.22% 33
2023
Q4 		$2.71M Sell
53,522
-129,639
-71% -$6.28M 1.08% 16
2023
Q3 		$8.72M Sell
183,161
-66,226
-27% -$3.28M 4.04% 7
2023
Q2 		$12.3M Sell
249,387
-22,450
-8% -$1.1M 5.46% 7
2023
Q1 		$13.3M Buy
271,837
+150,191
+123% +$7.37M 6.15% 7
2022
Q4 		$5.68M Sell
121,646
-92,594
-43% -$4.21M 2.73% 10
2022
Q3 		$9.21M Buy
214,240
+36,916
+21% +$1.77M 4.89% 7
2022
Q2 		$8.7M Buy
177,324
+37,172
+27% +$1.92M 4.44% 7
2022
Q1 		$7.79M Buy
140,152
+23,074
+20% +$1.33M 3.57% 8
2021
Q4 		$7.01M Sell
117,078
-32,863
-22% -$2.03M 3.27% 8
2021
Q3 		$9.26M Sell
149,941
-30,606
-17% -$1.95M 4.85% 5
2021
Q2 		$12.1M Buy
180,547
+27,758
+18% +$1.83M 6.36% 4
2021
Q1 		$9.83M Buy
152,789
+45,650
+43% +$3M 5.76% 4
2020
Q4 		$6.65M Buy
107,139
+5,417
+5% +$312K 3.95% 9
2020
Q3 		$5.37M Sell
101,722
-892
-0.9% -$46.8K 3.8% 9
2020
Q2 		$4.88M Buy
+102,614
New +$4.58M 3.63% 8

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IEMG Position: Q3 2025 in Review

Cardinal Strategic Wealth Guidance sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2025, closing a stake of 2,531 shares — an estimated $152K sold.

Cardinal Strategic Wealth Guidance first reported a position in IEMG in Q2 2020 and held it in 21 quarters. The position peaked at $13.3M in Q1 2023. 1,969 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 2,531 iShares Core MSCI Emerging Markets ETF shares in Q3 2025, an estimated $152K.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and held it in 21 quarters.
  • Cardinal Strategic Wealth Guidance's iShares Core MSCI Emerging Markets ETF position peaked at $13.3M in Q1 2023.
  • 1,969 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2025, filed 22 Oct 2025.