Client 1st Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Client 1st Advisory 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	$1.66M	Sell	20,468 -383	-2%	-$30.8K	0.42%	36
2026 Q2	$1.73M	Sell	20,851 -216	-1%	-$17.2K	0.45%	36
2026 Q1	$1.47M	Sell	21,067 -93	-0.4%	-$6.71K	0.45%	32
2025 Q4	$1.42M	Sell	21,160 -554	-3%	-$37.2K	0.44%	34
2025 Q3	$1.43M	Sell	21,714 -276	-1%	-$17.2K	0.47%	31
2025 Q2	$1.32M	Sell	21,990 -1,590	-7%	-$88.7K	0.48%	32
2025 Q1	$1.27M	Buy	23,580 +50	+0.2%	+$2.69K	0.5%	31
2024 Q4	$1.23M	Sell	23,530 -3,635	-13%	-$201K	0.47%	29
2024 Q3	$1.56M	Sell	27,165 -3,040	-10%	-$165K	0.62%	23
2024 Q2	$1.62M	Sell	30,205 -5,520	-15%	-$291K	0.7%	22
2024 Q1	$1.84M	Sell	35,725 -4,881	-12%	-$244K	0.83%	20
2023 Q4	$2.05M	Sell	40,606 -8,424	-17%	-$408K	1%	20
2023 Q3	$2.33M	Sell	49,030 -571	-1%	-$28.3K	1.23%	19
2023 Q2	$2.44M	Buy	49,601 +11,912	+32%	+$582K	1.29%	17
2023 Q1	$1.84M	Buy	+37,689	New	+$1.85M	1%	21

Other funds holding IEMG

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Client 1st Advisory Group's IEMG Position: Q3 2026 in Review

Client 1st Advisory Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.8% in Q3 2026, selling an estimated $30.8K and leaving 20,468 shares worth $1.66M. The position accounts for 0.42% of the portfolio, ranked #36.

Client 1st Advisory Group first reported a position in IEMG in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.44M in Q2 2023. 625 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Client 1st Advisory Group held 20,468 shares of iShares Core MSCI Emerging Markets ETF worth $1.66M as of Q3 2026.
Client 1st Advisory Group sold 383 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $30.8K.
iShares Core MSCI Emerging Markets ETF made up 0.42% of Client 1st Advisory Group's portfolio in Q3 2026, its #36 holding.
Client 1st Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 15 quarters since.
Client 1st Advisory Group's iShares Core MSCI Emerging Markets ETF position peaked at $2.44M in Q2 2023.
625 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.