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 Q3	$51.1M	Buy	630,207 +8,591	+1%	+$691K	4.2%	8
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Synergies Wealth Advisors's IEMG Position: Q3 2026 in Review

Financial Synergies Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.4% in Q3 2026, buying an estimated $691K and bringing the position to 630,207 shares worth $51.1M. The position accounts for 4.2% of the portfolio, ranked #8.

Financial Synergies Wealth Advisors first reported a position in IEMG in Q3 2020 and has held it in 25 quarters since. The position peaked at $51.5M in Q2 2026. 417 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Financial Synergies Wealth Advisors held 630,207 shares of iShares Core MSCI Emerging Markets ETF worth $51.1M as of Q3 2026.
Financial Synergies Wealth Advisors bought 8,591 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $691K.
iShares Core MSCI Emerging Markets ETF made up 4.2% of Financial Synergies Wealth Advisors's portfolio in Q3 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 25 quarters since.
Financial Synergies Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $51.5M in Q2 2026.
417 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.