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

Ethos 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
Q2 		$902K Sell
12,170
-3,603
-23% -$287K 0.06% 245
2026
Q1 		$1.1M Buy
15,773
+2,304
+17% +$166K 0.08% 188
2025
Q4 		$905K Buy
+13,469
New +$904K 0.07% 206
2025
Q1 		– Sell
-2,658
Closed -$139K – 470
2024
Q4 		$139K Sell
2,658
-2,656
-50% -$147K 0.02% 315
2024
Q3 		$305K Buy
5,314
+1,262
+31% +$68.3K 0.05% 198
2024
Q2 		$217K Buy
+4,052
New +$214K 0.04% 249

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ethos Financial Group's IEMG Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 23% in Q2 2026, selling an estimated $287K and leaving 12,170 shares worth $902K. The position accounts for 0.06% of the portfolio, ranked #245.

Ethos Financial Group first reported a position in IEMG in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2026. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Ethos Financial Group held 12,170 shares of iShares Core MSCI Emerging Markets ETF worth $902K as of Q2 2026.
  • Ethos Financial Group sold 3,603 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $287K.
  • iShares Core MSCI Emerging Markets ETF made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #245 holding.
  • Ethos Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2024 and has held it in 6 quarters since.
  • Ethos Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $1.1M in Q1 2026.
  • 2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.