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

DHJJ 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 Q1	$232K	Buy	3,328 +1,575	+90%	+$114K	0.08%	179
2025 Q4	$118K	Hold	1,753	–	–	0.04%	252
2025 Q3	$116K	Hold	1,753	–	–	0.04%	238
2025 Q2	$105K	Buy	1,753 +544	+45%	+$30.4K	0.04%	243
2025 Q1	$65.3K	Hold	1,209	–	–	0.03%	283
2024 Q4	$63.1K	Hold	1,209	–	–	0.02%	273
2024 Q3	$69.4K	Hold	1,209	–	–	0.03%	258
2024 Q2	$64.7K	Hold	1,209	–	–	0.03%	243
2024 Q1	$62.4K	Hold	1,209	–	–	0.03%	238
2023 Q4	$61.2K	Hold	1,209	–	–	0.03%	230
2023 Q3	$57.5K	Buy	+1,209	New	+$59.8K	0.03%	224

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

DHJJ Financial Advisors's IEMG Position: Q1 2026 in Review

DHJJ Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 90% in Q1 2026, buying an estimated $114K and bringing the position to 3,328 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #179.

DHJJ Financial Advisors first reported a position in IEMG in Q3 2023 and has held it in 11 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

DHJJ Financial Advisors held 3,328 shares of iShares Core MSCI Emerging Markets ETF worth $232K as of Q1 2026.
DHJJ Financial Advisors bought 1,575 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $114K.
iShares Core MSCI Emerging Markets ETF made up 0.08% of DHJJ Financial Advisors's portfolio in Q1 2026, its #179 holding.
DHJJ Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 11 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.