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

Financial Synergies Wealth 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	$51.5M	Sell	621,616 -32,752	-5%	-$2.61M	4.36%	8
2026 Q1	$45.6M	Sell	654,368 -13,713	-2%	-$990K	4.36%	8
2025 Q4	$44.9M	Buy	668,081 +15,186	+2%	+$1.02M	4.34%	8
2025 Q3	$43M	Buy	652,895 +5,533	+0.9%	+$345K	4.36%	8
2025 Q2	$38.9M	Buy	647,362 +6,693	+1%	+$373K	4.23%	8
2025 Q1	$34.6M	Buy	640,669 +21,222	+3%	+$1.14M	4.21%	8
2024 Q4	$32.3M	Buy	619,447 +28,212	+5%	+$1.56M	4.01%	9
2024 Q3	$33.9M	Buy	591,235 +13,068	+2%	+$707K	4.21%	8
2024 Q2	$30.9M	Buy	578,167 +17,799	+3%	+$939K	4.17%	9
2024 Q1	$28.9M	Buy	560,368 +98,680	+21%	+$4.94M	3.79%	9
2023 Q4	$21.6M	Sell	461,688 -50,130	-10%	-$2.43M	3.34%	11
2023 Q3	$24.4M	Buy	511,818 +17,367	+4%	+$859K	3.52%	10
2023 Q2	$24.4M	Buy	494,451 +17,804	+4%	+$870K	3.42%	10
2023 Q1	$23.3M	Buy	476,647 +14,959	+3%	+$734K	3.41%	10
2022 Q4	$21.6M	Buy	461,688 +16,477	+4%	+$749K	3.34%	11
2022 Q3	$19.1M	Buy	445,211 +29,625	+7%	+$1.42M	3.29%	11
2022 Q2	$20.4M	Buy	415,586 +12,901	+3%	+$667K	3.32%	11
2022 Q1	$22.4M	Buy	402,685 +65,651	+19%	+$3.79M	3.52%	10
2021 Q4	$20.2M	Buy	337,034 +17,117	+5%	+$1.06M	2.76%	12
2021 Q3	$19.8M	Buy	319,917 +11,297	+4%	+$719K	2.7%	13
2021 Q2	$20.7M	Buy	308,620 +18,692	+6%	+$1.23M	2.82%	13
2021 Q1	$18.7M	Buy	289,928 +7,908	+3%	+$520K	2.71%	14
2020 Q4	$17.5M	Buy	282,020 +193,240	+218%	+$11.1M	2.72%	14
2020 Q3	$4.69M	Buy	+88,780	New	+$4.65M	1.2%	20

Other funds holding IEMG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Synergies Wealth Advisors's IEMG Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5% in Q2 2026, selling an estimated $2.61M and leaving 621,616 shares worth $51.5M. The position accounts for 4.36% of the portfolio, ranked #8.

Financial Synergies Wealth Advisors first reported a position in IEMG in Q3 2020 and has held it in 24 quarters since. 1,381 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Financial Synergies Wealth Advisors held 621,616 shares of iShares Core MSCI Emerging Markets ETF worth $51.5M as of Q2 2026.
Financial Synergies Wealth Advisors sold 32,752 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.61M.
iShares Core MSCI Emerging Markets ETF made up 4.36% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Financial Synergies Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and has held it in 24 quarters since.
1,381 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.