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Colton Groome Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Colton Groome Financial Advisors’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 		$1.43M Buy
17,591
+1,636
+10% +$132K 0.33% 53
2026
Q2 		$1.32M Buy
15,955
+88
+0.6% +$7.01K 0.32% 55
2026
Q1 		$1.11M Sell
15,867
-270
-2% -$19.5K 0.32% 53
2025
Q4 		$1.08M Sell
16,137
-1,195
-7% -$80.2K 0.31% 54
2025
Q3 		$1.14M Sell
17,332
-210
-1% -$13.1K 0.35% 51
2025
Q2 		$1.05M Sell
17,542
-784
-4% -$43.7K 0.36% 50
2025
Q1 		$993K Buy
18,326
+206
+1% +$11.1K 0.39% 44
2024
Q4 		$946K Buy
18,120
+3,081
+20% +$171K 0.36% 48
2024
Q3 		$863K Sell
15,039
-50
-0.3% -$2.71K 0.32% 47
2024
Q2 		$808K Sell
15,089
-500
-3% -$26.4K 0.32% 50
2024
Q1 		$804K Sell
15,589
-880
-5% -$44.1K 0.32% 48
2023
Q4 		$833K Buy
16,469
+100
+0.6% +$4.84K 0.36% 48
2023
Q3 		$779K Sell
16,369
-680
-4% -$33.7K 0.39% 56
2023
Q2 		$840K Sell
17,049
-425
-2% -$20.8K 0.39% 56
2023
Q1 		$853K Sell
17,474
-475
-3% -$23.3K 0.41% 54
2022
Q4 		$838K Buy
17,949
+4,650
+35% +$211K 0.41% 50
2022
Q3 		$572K Sell
13,299
-2,934
-18% -$141K 0.29% 56
2022
Q2 		$796K Buy
16,233
+9,875
+155% +$510K 0.4% 40
2022
Q1 		$353K Buy
6,358
+2,600
+69% +$150K 0.16% 74
2021
Q4 		$225K Buy
+3,758
New +$232K 0.09% 108

Other funds holding IEMG

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Colton Groome Financial Advisors's IEMG Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 10% in Q3 2026, buying an estimated $132K and bringing the position to 17,591 shares worth $1.43M. The position accounts for 0.33% of the portfolio, ranked #53.

Colton Groome Financial Advisors first reported a position in IEMG in Q4 2021 and has held it in 20 quarters since. 141 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Colton Groome Financial Advisors held 17,591 shares of iShares Core MSCI Emerging Markets ETF worth $1.43M as of Q3 2026.
  • Colton Groome Financial Advisors bought 1,636 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $132K.
  • iShares Core MSCI Emerging Markets ETF made up 0.33% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #53 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 20 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.