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

Financial Council’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	$7.78M	Buy	111,575 +4,979	+5%	+$359K	3%	9
2025 Q4	$7.17M	Buy	106,596 +36,063	+51%	+$2.42M	2.86%	10
2025 Q3	$4.65M	Sell	70,533 -148	-0.2%	-$9.23K	2.06%	14
2025 Q2	$4.24M	Sell	70,681 -1,051	-1%	-$58.6K	2.05%	14
2025 Q1	$3.87M	Sell	71,732 -17,116	-19%	-$921K	2.09%	14
2024 Q4	$4.64M	Buy	88,848 +2,298	+3%	+$127K	2.39%	12
2024 Q3	$4.97M	Buy	86,550 +68	+0.1%	+$3.68K	2.59%	11
2024 Q2	$4.63M	Buy	86,482 +3,711	+4%	+$196K	2.59%	12
2024 Q1	$4.27M	Sell	82,771 -386	-0.5%	-$19.3K	2.53%	13
2023 Q4	$4.21M	Buy	83,157 +1,692	+2%	+$82K	2.82%	11
2023 Q3	$3.88M	Sell	81,465 -549	-0.7%	-$27.2K	3.08%	10
2023 Q2	$4.04M	Sell	82,014 -180	-0.2%	-$8.79K	3.09%	10
2023 Q1	$4.01M	Buy	82,194 +180	+0.2%	+$8.83K	3.27%	9
2022 Q4	$3.83M	Buy	+82,014	New	+$3.73M	2.4%	14
2022 Q1	–	Sell	-8,765	Closed	-$525K	–	45
2021 Q4	$525K	Buy	+8,765	New	+$541K	0.63%	25

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

Financial Council's IEMG Position: Q1 2026 in Review

Financial Council increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.7% in Q1 2026, buying an estimated $359K and bringing the position to 111,575 shares worth $7.78M. The position accounts for 3% of the portfolio, ranked #9.

Financial Council first reported a position in IEMG in Q4 2021 and has held it in 15 quarters since. 2,288 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Financial Council held 111,575 shares of iShares Core MSCI Emerging Markets ETF worth $7.78M as of Q1 2026.
Financial Council bought 4,979 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $359K.
iShares Core MSCI Emerging Markets ETF made up 3% of Financial Council's portfolio in Q1 2026, its #9 holding.
Financial Council first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
2,288 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.