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

Everhart 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 		$1.28M Sell
15,447
-100
-0.6% -$7.97K 0.08% 130
2026
Q1 		$1.08M Sell
15,547
-67
-0.4% -$4.84K 0.09% 152
2025
Q4 		$1.05M Sell
15,614
-15
-0.1% -$1.01K 0.1% 146
2025
Q3 		$1.03M Buy
15,629
+919
+6% +$57.3K 0.1% 136
2025
Q2 		$883K Sell
14,710
-622
-4% -$34.7K 0.1% 133
2025
Q1 		$827K Buy
15,332
+292
+2% +$15.7K 0.11% 131
2024
Q4 		$785K Buy
15,040
+326
+2% +$18.1K 0.16% 133
2024
Q3 		$845K Buy
14,714
+7,249
+97% +$392K 0.19% 121
2024
Q2 		$400K Sell
7,465
-219
-3% -$11.5K 0.1% 191
2024
Q1 		$396K Sell
7,684
-229
-3% -$11.5K 0.12% 183
2023
Q4 		$400K Buy
7,913
+376
+5% +$18.2K 0.14% 141
2023
Q3 		$359K Buy
7,537
+194
+3% +$9.6K 0.15% 131
2023
Q2 		$362K Sell
7,343
-88
-1% -$4.3K 0.15% 132
2023
Q1 		$363K Buy
7,431
+7
+0.1% +$343 0.16% 116
2022
Q4 		$347K Buy
7,424
+153
+2% +$6.96K 0.17% 105
2022
Q3 		$313K Sell
7,271
-626
-8% -$30K 0.17% 120
2022
Q2 		$387K Buy
7,897
+152
+2% +$7.85K 0.24% 99
2022
Q1 		$430K Sell
7,745
-373
-5% -$21.6K 0.25% 85
2021
Q4 		$486K Buy
8,118
+1,029
+15% +$63.5K 0.29% 61
2021
Q3 		$438K Sell
7,089
-4,838
-41% -$308K 0.3% 63
2021
Q2 		$799K Buy
11,927
+3,975
+50% +$262K 0.55% 41
2021
Q1 		$512K Buy
7,952
+247
+3% +$16.3K 0.45% 45
2020
Q4 		$478K Buy
+7,705
New +$444K 0.44% 42

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 22.96% 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

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

Everhart Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.64% in Q2 2026, selling an estimated $7.97K and leaving 15,447 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #130.

Everhart Financial Group first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Everhart Financial Group held 15,447 shares of iShares Core MSCI Emerging Markets ETF worth $1.28M as of Q2 2026.
  • Everhart Financial Group sold 100 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $7.97K.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #130 holding.
  • Everhart Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.