Fi3 Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Fi3 Financial Advisors’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	$326K	Sell	4,672 -3,084	-40%	-$223K	0.09%	128
2025 Q4	$521K	Buy	7,756 +456	+6%	+$30.6K	0.16%	66
2025 Q3	$481K	Sell	7,300 -6,228	-46%	-$388K	0.16%	58
2025 Q2	$812K	Sell	13,528 -2,338	-15%	-$130K	0.29%	32
2025 Q1	$856K	Sell	15,866 -6,384	-29%	-$344K	0.35%	34
2024 Q4	$1.16M	Buy	22,250 +18,152	+443%	+$1.01M	0.44%	29
2024 Q3	$235K	Sell	4,098 -230	-5%	-$12.4K	0.09%	88
2024 Q2	$232K	Sell	4,328 -367	-8%	-$19.4K	0.1%	72
2024 Q1	$251K	Sell	4,695 -3,945	-46%	-$198K	0.12%	64
2023 Q4	$437K	Sell	8,640 -353	-4%	-$17.1K	0.21%	42
2023 Q3	$428K	Buy	8,993 +290	+3%	+$14.4K	0.23%	39
2023 Q2	$429K	Sell	8,703 -1,385	-14%	-$67.6K	0.22%	39
2023 Q1	$492K	Hold	10,088	–	–	0.26%	38
2022 Q4	$471K	Sell	10,088 -6,028	-37%	-$274K	0.27%	37
2022 Q3	$693K	Buy	+16,116	New	+$772K	0.63%	22

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fi3 Financial Advisors's IEMG Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 40% in Q1 2026, selling an estimated $223K and leaving 4,672 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #128.

Fi3 Financial Advisors first reported a position in IEMG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q4 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Fi3 Financial Advisors held 4,672 shares of iShares Core MSCI Emerging Markets ETF worth $326K as of Q1 2026.
Fi3 Financial Advisors sold 3,084 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $223K.
iShares Core MSCI Emerging Markets ETF made up 0.09% of Fi3 Financial Advisors's portfolio in Q1 2026, its #128 holding.
Fi3 Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and has held it in 15 quarters since.
Fi3 Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.16M in Q4 2024.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.