Embree Financial Group
IEMG icon

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

Embree 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 		$237K Buy
2,919
+339
+13% +$27.3K 0.02% 243
2026
Q2 		$214K Buy
+2,580
New +$206K 0.02% 272
2024
Q1 		– Sell
-5,049
Closed -$255K – 195
2023
Q4 		$255K Buy
+5,049
New +$245K 0.05% 157

Other funds holding IEMG

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Embree Financial Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 13% in Q3 2026, buying an estimated $27.3K and bringing the position to 2,919 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #243.

Embree Financial Group first reported a position in IEMG in Q4 2023 and has held it in 3 quarters since. The position peaked at $255K in Q4 2023. 1,981 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Embree Financial Group held 2,919 shares of iShares Core MSCI Emerging Markets ETF worth $237K as of Q3 2026.
  • Embree Financial Group bought 339 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $27.3K.
  • iShares Core MSCI Emerging Markets ETF made up 0.02% of Embree Financial Group's portfolio in Q3 2026, its #243 holding.
  • Embree Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 3 quarters since.
  • Embree Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $255K in Q4 2023.
  • 1,981 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.