GER Loftin Wealth Advisors LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

GER Loftin Wealth Advisors LLC’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	$2.71M	Buy	+33,374	New	+$2.69M	0.86%	29

Other funds holding IEMG

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's IEMG Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2026: 33,374 shares worth $2.71M. The stake represents 0.86% of the portfolio and ranks #29 among its holdings.

1,981 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

GER Loftin Wealth Advisors LLC held 33,374 shares of iShares Core MSCI Emerging Markets ETF worth $2.71M as of Q3 2026.
iShares Core MSCI Emerging Markets ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
iShares Core MSCI Emerging Markets ETF made up 0.86% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #29 holding.
1,981 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.