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 Q2	$4.23M	Buy	43,834 +39,162	+838%	+$3.12M	1.01%	17
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fi3 Financial Advisors's IEMG Position: Q2 2026 in Review

Fi3 Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 838% in Q2 2026, buying an estimated $3.12M and bringing the position to 43,834 shares worth $4.23M. The position accounts for 1.01% of the portfolio, ranked #17.

Fi3 Financial Advisors first reported a position in IEMG in Q3 2022 and has held it in 16 quarters since. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Fi3 Financial Advisors held 43,834 shares of iShares Core MSCI Emerging Markets ETF worth $4.23M as of Q2 2026.
Fi3 Financial Advisors bought 39,162 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.12M.
iShares Core MSCI Emerging Markets ETF made up 1.01% of Fi3 Financial Advisors's portfolio in Q2 2026, its #17 holding.
Fi3 Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and has held it in 16 quarters since.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.