CFO4Life Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

CFO4Life 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 Q1	$419K	Sell	6,009 -10	-0.2%	-$722	0.06%	138
2025 Q4	$405K	Buy	6,019 +41	+0.7%	+$2.75K	0.06%	144
2025 Q3	$394K	Buy	5,978 +37	+0.6%	+$2.31K	0.06%	143
2025 Q2	$357K	Buy	5,941 +36	+0.6%	+$2.01K	0.06%	149
2025 Q1	$319K	Sell	5,905 -1,626	-22%	-$87.5K	0.05%	152
2024 Q4	$393K	Sell	7,531 -9,735	-56%	-$539K	0.07%	134
2024 Q3	$991K	Buy	17,266 +790	+5%	+$42.8K	0.18%	69
2024 Q2	$882K	Sell	16,476 -8,172	-33%	-$431K	0.17%	69
2024 Q1	$1.27M	Sell	24,648 -189,637	-88%	-$9.5M	0.23%	52
2023 Q4	$10.8M	Buy	214,285 +209,739	+4,614%	+$10.2M	2.07%	12
2023 Q3	$216K	Buy	4,546 +314	+7%	+$15.5K	0.05%	142
2023 Q2	$209K	Sell	4,232 -120	-3%	-$5.86K	0.04%	150
2023 Q1	$212K	Sell	4,352 -240,541	-98%	-$11.8M	0.05%	144
2022 Q4	$11.4M	Buy	+244,893	New	+$11.1M	2.43%	9
2019 Q1	–	Sell	-4,965	Closed	-$234K	–	127
2018 Q4	$234K	Buy	+4,965	New	+$240K	0.1%	103

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

CFO4Life Group's IEMG Position: Q1 2026 in Review

CFO4Life Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.17% in Q1 2026, selling an estimated $722 and leaving 6,009 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #138.

CFO4Life Group first reported a position in IEMG in Q4 2018 and has held it in 15 quarters since. The position peaked at $11.4M in Q4 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

CFO4Life Group held 6,009 shares of iShares Core MSCI Emerging Markets ETF worth $419K as of Q1 2026.
CFO4Life Group sold 10 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $722.
iShares Core MSCI Emerging Markets ETF made up 0.06% of CFO4Life Group's portfolio in Q1 2026, its #138 holding.
CFO4Life Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 15 quarters since.
CFO4Life Group's iShares Core MSCI Emerging Markets ETF position peaked at $11.4M in Q4 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.