Essential Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Essential Partners’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	$2.89M	Buy	35,611 +903	+3%	+$72.7K	1.32%	8
2026 Q2	$2.88M	Buy	34,708 +4,588	+15%	+$366K	1.32%	7
2026 Q1	$2.1M	Buy	30,120 +6,623	+28%	+$478K	0.71%	20
2025 Q4	$1.58M	Buy	23,497 +1,915	+9%	+$128K	0.49%	41
2025 Q3	$1.42M	Sell	21,582 -935	-4%	-$58.3K	0.47%	40
2025 Q2	$1.35M	Buy	+22,517	New	+$1.26M	0.54%	32

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 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

Essential Partners's IEMG Position: Q3 2026 in Review

Essential Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.6% in Q3 2026, buying an estimated $72.7K and bringing the position to 35,611 shares worth $2.89M. The position accounts for 1.32% of the portfolio, ranked #8.

Essential Partners first reported a position in IEMG in Q2 2025 and has held it in 6 quarters since. 312 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Essential Partners held 35,611 shares of iShares Core MSCI Emerging Markets ETF worth $2.89M as of Q3 2026.
Essential Partners bought 903 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $72.7K.
iShares Core MSCI Emerging Markets ETF made up 1.32% of Essential Partners's portfolio in Q3 2026, its #8 holding.
Essential Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
312 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.