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

Clayton 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 Q1	$1.97M	Sell	28,293 -1,005	-3%	-$72.5K	1.01%	17
2025 Q4	$1.97M	Buy	29,298 +1,746	+6%	+$117K	1%	16
2025 Q3	$1.82M	Buy	27,552 +4,589	+20%	+$286K	1.33%	13
2025 Q2	$1.38M	Sell	22,963 -52,835	-70%	-$2.95M	1.64%	12
2025 Q1	$4.09M	Buy	75,798 +5,545	+8%	+$298K	1.5%	19
2024 Q4	$3.67M	Buy	70,253 +6,429	+10%	+$356K	1.32%	22
2024 Q3	$3.66M	Buy	63,824 +2,175	+4%	+$118K	1.37%	20
2024 Q2	$3.18M	Buy	61,649 +5,941	+11%	+$313K	1.38%	19
2024 Q1	$2.87M	Buy	55,708 +5,372	+11%	+$269K	1.31%	19
2023 Q4	$2.55M	Buy	+50,336	New	+$2.44M	1.58%	19

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

Clayton Financial Group's IEMG Position: Q1 2026 in Review

Clayton Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.4% in Q1 2026, selling an estimated $72.5K and leaving 28,293 shares worth $1.97M. The position accounts for 1.01% of the portfolio, ranked #17.

Clayton Financial Group first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.09M in Q1 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Clayton Financial Group held 28,293 shares of iShares Core MSCI Emerging Markets ETF worth $1.97M as of Q1 2026.
Clayton Financial Group sold 1,005 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $72.5K.
iShares Core MSCI Emerging Markets ETF made up 1.01% of Clayton Financial Group's portfolio in Q1 2026, its #17 holding.
Clayton Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Clayton Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $4.09M in Q1 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.