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 Q2	$406K	Sell	5,124 -3,259	-39%	-$260K	0.06%	75
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 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

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

Financial Strategies Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 39% in Q2 2026, selling an estimated $260K and leaving 5,124 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #75.

Financial Strategies Group first reported a position in IEMG in Q4 2021 and has held it in 17 quarters since. The position peaked at $664K in Q4 2025. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Financial Strategies Group held 5,124 shares of iShares Core MSCI Emerging Markets ETF worth $406K as of Q2 2026.
Financial Strategies Group sold 3,259 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $260K.
iShares Core MSCI Emerging Markets ETF made up 0.06% of Financial Strategies Group's portfolio in Q2 2026, its #75 holding.
Financial Strategies Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 17 quarters since.
Financial Strategies Group's iShares Core MSCI Emerging Markets ETF position peaked at $664K in Q4 2025.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.