EFS
IEMG icon

Essex Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Essex Financial Services’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 		$664K Buy
9,521
+1,879
+25% +$136K 0.04% 375
2025
Q4 		$514K Buy
7,642
+234
+3% +$15.7K 0.03% 433
2025
Q3 		$488K Buy
7,408
+810
+12% +$50.5K 0.03% 433
2025
Q2 		$396K Sell
6,598
-143
-2% -$7.98K 0.03% 463
2025
Q1 		$364K Sell
6,741
-77
-1% -$4.14K 0.03% 453
2024
Q4 		$356K Sell
6,818
-1,301
-16% -$72K 0.03% 449
2024
Q3 		$461K Buy
8,119
+526
+7% +$28.5K 0.03% 395
2024
Q2 		$398K Buy
7,593
+1,180
+18% +$62.2K 0.03% 418
2024
Q1 		$331K Sell
6,413
-487
-7% -$24.4K 0.03% 399
2023
Q4 		$349K Sell
6,900
-63
-0.9% -$3.05K 0.04% 368
2023
Q3 		$331K Buy
6,963
+1,229
+21% +$60.8K 0.04% 354
2023
Q2 		$283K Sell
5,734
-347
-6% -$16.9K 0.03% 380
2023
Q1 		$297K Buy
6,081
+436
+8% +$21.4K 0.03% 382
2022
Q4 		$263K Sell
5,645
-199
-3% -$9.05K 0.03% 387
2022
Q3 		$251K Hold
5,844
– – 0.03% 377
2022
Q2 		$287K Sell
5,844
-71
-1% -$3.67K 0.03% 361
2022
Q1 		$329K Buy
5,915
+222
+4% +$12.8K 0.03% 353
2021
Q4 		$341K Sell
5,693
-375
-6% -$23.1K 0.03% 344
2021
Q3 		$375K Hold
6,068
– – 0.04% 308
2021
Q2 		$406K Buy
+6,068
New +$400K 0.06% 266
2018
Q2 		– Sell
-4,988
Closed -$291K – 308
2018
Q1 		$291K Buy
+4,988
New +$295K 0.06% 271

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Financial Services's IEMG Position: Q1 2026 in Review

Essex Financial Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q1 2026, buying an estimated $136K and bringing the position to 9,521 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #375.

Essex Financial Services first reported a position in IEMG in Q1 2018 and has held it in 21 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Essex Financial Services held 9,521 shares of iShares Core MSCI Emerging Markets ETF worth $664K as of Q1 2026.
  • Essex Financial Services bought 1,879 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $136K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #375 holding.
  • Essex Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 21 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.