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CFS Investment Advisory Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

CFS Investment Advisory 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 		$8.77M Sell
109,873
-25,037
-19% -$2M 0.59% 41
2026
Q1 		$10.5M Sell
134,910
-182,689
-58% -$13.2M 0.73% 37
2025
Q4 		$21.3M Buy
317,599
+9,010
+3% +$604K 1.56% 10
2025
Q3 		$21M Sell
308,589
-11,740
-4% -$732K 1.56% 11
2025
Q2 		$19.2M Buy
320,329
+146,021
+84% +$8.15M 1.57% 16
2025
Q1 		$9.41M Buy
174,308
+55,488
+47% +$2.99M 0.84% 29
2024
Q4 		$6.21M Buy
118,820
+2,623
+2% +$145K 0.56% 40
2024
Q3 		$6.67M Sell
116,197
-41,386
-26% -$2.24M 0.56% 37
2024
Q2 		$8.43M Buy
157,583
+51,272
+48% +$2.7M 0.68% 32
2024
Q1 		$5.49M Sell
106,311
-81,328
-43% -$4.07M 0.92% 21
2023
Q4 		$9.49M Sell
187,639
-9,207
-5% -$446K 1.71% 13
2023
Q3 		$9.37M Sell
196,846
-68,965
-26% -$3.41M 1.49% 17
2023
Q2 		$13.1M Buy
265,811
+5,251
+2% +$256K 1.67% 17
2023
Q1 		$12.7M Buy
260,560
+207,826
+394% +$10.2M 2.31% 12
2022
Q4 		$2.46M Sell
52,734
-2,566,231
-98% -$117M 0.56% 27
2022
Q3 		$2.62M Buy
2,618,965
+2,583,909
+7,371% +$124M 0.6% 25
2022
Q2 		$1.72M Sell
35,056
-1,601,003
-98% -$82.7M 0.26% 85
2022
Q1 		$29K Buy
1,636,059
+1,629,871
+26,339% +$94.2M 0.13% 82
2021
Q4 		$369K Sell
6,188
-11,570
-65% -$714K 0.05% 181
2021
Q3 		$1.1M Buy
+17,758
New +$1.13M 0.15% 134

Other funds holding IEMG

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return