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

Financial Strategies 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
Q1 		$654K Sell
8,383
-1,071
-11% -$77.3K 0.11% 70
2025
Q4 		$664K Sell
9,454
-79
-0.8% -$5.3K 0.12% 66
2025
Q3 		$655K Sell
9,533
-66
-0.7% -$4.12K 0.12% 67
2025
Q2 		$576K Sell
9,599
-114
-1% -$6.36K 0.12% 67
2025
Q1 		$506K Buy
9,713
+23
+0.2% +$1.24K 0.12% 69
2024
Q4 		$496K Buy
9,690
+1,644
+20% +$91K 0.12% 66
2024
Q3 		$464K Buy
8,046
+444
+6% +$24K 0.11% 63
2024
Q2 		$418K Buy
7,602
+217
+3% +$11.4K 0.11% 59
2024
Q1 		$388K Buy
7,385
+778
+12% +$39K 0.1% 56
2023
Q4 		$323K Sell
6,607
-286
-4% -$13.9K 0.09% 62
2023
Q3 		$329K Buy
6,893
+1,717
+33% +$85K 0.1% 61
2023
Q2 		$255K Buy
5,176
+76
+1% +$3.71K 0.08% 69
2023
Q1 		$249K Buy
5,100
+716
+16% +$35.1K 0.1% 73
2022
Q4 		$205K Buy
+4,384
New +$199K 0.09% 78
2022
Q3 		– Sell
-5,021
Closed -$246K – 84
2022
Q2 		$246K Buy
+5,021
New +$259K 0.1% 77
2022
Q1 		– Sell
-5,500
Closed -$329K – 87
2021
Q4 		$329K Buy
+5,500
New +$339K 0.13% 62

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Strategies Group's IEMG Position: Q1 2026 in Review

Financial Strategies Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q1 2026, selling an estimated $77.3K and leaving 8,383 shares worth $654K. The position accounts for 0.11% of the portfolio, ranked #70.

Financial Strategies Group first reported a position in IEMG in Q4 2021 and has held it in 16 quarters since. The position peaked at $664K in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Financial Strategies Group held 8,383 shares of iShares Core MSCI Emerging Markets ETF worth $654K as of Q1 2026.
  • Financial Strategies Group sold 1,071 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $77.3K.
  • iShares Core MSCI Emerging Markets ETF made up 0.11% of Financial Strategies Group's portfolio in Q1 2026, its #70 holding.
  • Financial Strategies Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
  • Financial Strategies Group's iShares Core MSCI Emerging Markets ETF position peaked at $664K in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.