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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.8M Sell
83,111
-13,320
-14% -$961K 0.61% 34
2025
Q4
$6.48M Buy
96,431
+4,675
+5% +$314K 0.95% 28
2025
Q3
$6.05M Sell
91,756
-3,289
-3% -$205K 0.91% 30
2025
Q2
$5.71M Buy
95,045
+40,635
+75% +$2.27M 0.98% 26
2025
Q1
$2.94M Sell
54,410
-8,209
-13% -$442K 0.58% 35
2024
Q4
$3.27M Buy
62,619
+13,972
+29% +$774K 0.65% 31
2024
Q3
$2.79M Buy
48,647
+3,148
+7% +$170K 0.59% 33
2024
Q2
$2.44M Buy
45,499
+19,510
+75% +$1.03M 0.64% 31
2024
Q1
$1.34M Buy
+25,989
New +$1.3M 0.55% 22

Other funds holding IEMG

Convergence Financial's IEMG Position: Q1 2026 in Review

Convergence Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 14% in Q1 2026, selling an estimated $961K and leaving 83,111 shares worth $5.8M. The position accounts for 0.61% of the portfolio, ranked #34.

Convergence Financial first reported a position in IEMG in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.48M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Convergence Financial held 83,111 shares of iShares Core MSCI Emerging Markets ETF worth $5.8M as of Q1 2026.
  • Convergence Financial sold 13,320 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $961K.
  • iShares Core MSCI Emerging Markets ETF made up 0.61% of Convergence Financial's portfolio in Q1 2026, its #34 holding.
  • Convergence Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
  • Convergence Financial's iShares Core MSCI Emerging Markets ETF position peaked at $6.48M in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.