CX Institutional’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

CX Institutional’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	$1.44M	Buy	17,779 +270	+2%	+$21.7K	0.04%	298
2026 Q2	$1.45M	Buy	17,509 +819	+5%	+$65.3K	0.04%	290
2026 Q1	$1.16M	Sell	16,690 -1,085	-6%	-$78.3K	0.04%	316
2025 Q4	$1.2M	Buy	17,775 +928	+6%	+$62.3K	0.04%	260
2025 Q3	$1.11M	Sell	16,847 -213	-1%	-$13.3K	0.03%	289
2025 Q2	$1.02M	Buy	17,060 +1,048	+7%	+$58.5K	0.04%	265
2025 Q1	$864K	Sell	16,012 -181	-1%	-$9.74K	0.03%	292
2024 Q4	$846K	Buy	16,193 +1,778	+12%	+$98.5K	0.03%	279
2024 Q3	$828K	Sell	14,415 -208	-1%	-$11.3K	0.04%	308
2024 Q2	$783K	Buy	14,623 +205	+1%	+$10.8K	0.04%	314
2024 Q1	$744K	Buy	14,418 +363	+3%	+$18.2K	0.04%	315
2023 Q4	$711K	Sell	14,055 -362	-3%	-$17.5K	0.04%	294
2023 Q3	$686K	Sell	14,417 -5,137	-26%	-$254K	0.04%	292
2023 Q2	$964K	Sell	19,554 -610	-3%	-$29.8K	0.05%	281
2023 Q1	$987K	Sell	20,164 -308	-2%	-$15.1K	0.05%	276
2022 Q4	$956K	Buy	20,472 +7,612	+59%	+$346K	0.06%	281
2022 Q3	$553K	Sell	12,860 -35,276	-73%	-$1.69M	0.04%	324
2022 Q2	$2.36M	Buy	+48,136	New	+$2.49M	0.18%	142
2020 Q4	–	Sell	-158	Closed	-$8K	–	877
2020 Q3	$8K	Buy	+158	New	+$8.28K	﹤0.01%	698
2020 Q2	–	Sell	-61	Closed	-$2K	–	860
2020 Q1	$2K	Hold	61	–	–	﹤0.01%	673
2019 Q4	$3K	Sell	61 -242	-80%	-$12.5K	﹤0.01%	631
2019 Q3	$15K	Sell	303 -11,776	-97%	-$584K	﹤0.01%	406
2019 Q2	$621K	Buy	+12,079	New	+$617K	0.1%	148

Other funds holding IEMG

VFA

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

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

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

CX Institutional's IEMG Position: Q3 2026 in Review

CX Institutional increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.5% in Q3 2026, buying an estimated $21.7K and bringing the position to 17,779 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #298.

CX Institutional first reported a position in IEMG in Q2 2019 and has held it in 23 quarters since. The position peaked at $2.36M in Q2 2022. 141 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

CX Institutional held 17,779 shares of iShares Core MSCI Emerging Markets ETF worth $1.44M as of Q3 2026.
CX Institutional bought 270 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $21.7K.
iShares Core MSCI Emerging Markets ETF made up 0.04% of CX Institutional's portfolio in Q3 2026, its #298 holding.
CX Institutional first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2019 and has held it in 23 quarters since.
CX Institutional's iShares Core MSCI Emerging Markets ETF position peaked at $2.36M in Q2 2022.
141 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.