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

Ehrlich Financial Group’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	$1.31M	Sell	16,142 -298	-2%	-$24K	0.68%	37
2026 Q2	$1.36M	Buy	16,440 +1,401	+9%	+$112K	0.7%	37
2026 Q1	$1.05M	Buy	15,039 +4,034	+37%	+$291K	0.6%	45
2025 Q4	$740K	Buy	11,005 +5,374	+95%	+$361K	0.42%	52
2025 Q3	$371K	Buy	5,631 +1,725	+44%	+$108K	0.22%	80
2025 Q2	$234K	Sell	3,906 -34	-0.9%	-$1.9K	0.15%	95
2025 Q1	$213K	Buy	+3,940	New	+$212K	0.16%	95

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ehrlich Financial Group's IEMG Position: Q3 2026 in Review

Ehrlich Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.8% in Q3 2026, selling an estimated $24K and leaving 16,142 shares worth $1.31M. The position accounts for 0.68% of the portfolio, ranked #37.

Ehrlich Financial Group first reported a position in IEMG in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.36M in Q2 2026. 1,702 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Ehrlich Financial Group held 16,142 shares of iShares Core MSCI Emerging Markets ETF worth $1.31M as of Q3 2026.
Ehrlich Financial Group sold 298 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $24K.
iShares Core MSCI Emerging Markets ETF made up 0.68% of Ehrlich Financial Group's portfolio in Q3 2026, its #37 holding.
Ehrlich Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2025 and has held it in 7 quarters since.
Ehrlich Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $1.36M in Q2 2026.
1,702 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.