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

Cassilly 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
Q3 		$1.5M Buy
18,529
+8,883
+92% +$715K 1.01% 24
2026
Q2 		$799K Sell
9,646
-10,465
-52% -$834K 0.58% 35
2026
Q1 		$1.4M Buy
20,111
+454
+2% +$32.8K 1.22% 25
2025
Q4 		$1.32M Buy
+19,657
New +$1.32M 1.17% 26

Other funds holding IEMG

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Cassilly Financial Group's IEMG Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 92% in Q3 2026, buying an estimated $715K and bringing the position to 18,529 shares worth $1.5M. The position accounts for 1.01% of the portfolio, ranked #24.

Cassilly Financial Group first reported a position in IEMG in Q4 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Cassilly Financial Group held 18,529 shares of iShares Core MSCI Emerging Markets ETF worth $1.5M as of Q3 2026.
  • Cassilly Financial Group bought 8,883 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $715K.
  • iShares Core MSCI Emerging Markets ETF made up 1.01% of Cassilly Financial Group's portfolio in Q3 2026, its #24 holding.
  • Cassilly Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.