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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Client 1st Advisory Group's IEMG Position: Q2 2026 in Review

Client 1st Advisory Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1% in Q2 2026, selling an estimated $17.2K and leaving 20,851 shares worth $1.73M. The position accounts for 0.45% of the portfolio, ranked #36.

Client 1st Advisory Group first reported a position in IEMG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.44M in Q2 2023. 543 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Client 1st Advisory Group held 20,851 shares of iShares Core MSCI Emerging Markets ETF worth $1.73M as of Q2 2026.
Client 1st Advisory Group sold 216 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $17.2K.
iShares Core MSCI Emerging Markets ETF made up 0.45% of Client 1st Advisory Group's portfolio in Q2 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 14 quarters since.
Client 1st Advisory Group's iShares Core MSCI Emerging Markets ETF position peaked at $2.44M in Q2 2023.
543 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.