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

Coordinated Financial Services’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	$1.32M	Buy	18,959 +728	+4%	+$52.5K	0.76%	34
2025 Q4	$1.23M	Buy	18,231 +1,912	+12%	+$128K	0.7%	39
2025 Q3	$1.08M	Sell	16,319 -181	-1%	-$11.3K	0.69%	40
2025 Q2	$990K	Buy	16,500 +3,152	+24%	+$176K	0.69%	44
2025 Q1	$720K	Buy	13,348 +1,674	+14%	+$90.1K	0.55%	53
2024 Q4	$610K	Buy	+11,674	New	+$646K	0.48%	61
2024 Q2	$632K	Buy	11,810 +489	+4%	+$25.8K	0.54%	50
2024 Q1	$584K	Buy	+11,321	New	+$567K	0.51%	55

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

Coordinated Financial Services's IEMG Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4% in Q1 2026, buying an estimated $52.5K and bringing the position to 18,959 shares worth $1.32M. The position accounts for 0.76% of the portfolio, ranked #34.

Coordinated Financial Services first reported a position in IEMG in Q1 2024 and has held it in 8 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Coordinated Financial Services held 18,959 shares of iShares Core MSCI Emerging Markets ETF worth $1.32M as of Q1 2026.
Coordinated Financial Services bought 728 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $52.5K.
iShares Core MSCI Emerging Markets ETF made up 0.76% of Coordinated Financial Services's portfolio in Q1 2026, its #34 holding.
Coordinated Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2024 and has held it in 8 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.