Cascade Financial Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Cascade Financial Partners’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 Q1	$16.3M	Sell	233,107 -10,314	-4%	-$744K	1.68%	8
2025 Q4	$16.4M	Sell	243,421 -12,590	-5%	-$845K	1.66%	7
2025 Q3	$16.9M	Sell	256,011 -5,082	-2%	-$317K	1.93%	6
2025 Q2	$15.7M	Sell	261,093 -11,072	-4%	-$618K	1.88%	8
2025 Q1	$14.7M	Sell	272,165 -4,099	-1%	-$221K	1.85%	8
2024 Q4	$14.4M	Buy	276,264 +4,562	+2%	+$253K	1.88%	9
2024 Q3	$15.4M	Buy	271,702 +6,045	+2%	+$327K	1.94%	8
2024 Q2	$14.2M	Sell	265,657 -7,176	-3%	-$378K	1.87%	8
2024 Q1	$13.9M	Buy	+272,833	New	+$13.7M	2.01%	8

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cascade Financial Partners's IEMG Position: Q1 2026 in Review

Cascade Financial Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.2% in Q1 2026, selling an estimated $744K and leaving 233,107 shares worth $16.3M. The position accounts for 1.68% of the portfolio, ranked #8.

Cascade Financial Partners first reported a position in IEMG in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.9M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Cascade Financial Partners held 233,107 shares of iShares Core MSCI Emerging Markets ETF worth $16.3M as of Q1 2026.
Cascade Financial Partners sold 10,314 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $744K.
iShares Core MSCI Emerging Markets ETF made up 1.68% of Cascade Financial Partners's portfolio in Q1 2026, its #8 holding.
Cascade Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's iShares Core MSCI Emerging Markets ETF position peaked at $16.9M in Q3 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.