First Heartland Consultants’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

First Heartland Consultants’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	$3.63M	Sell	43,781 -13,561	-24%	-$1.08M	0.23%	101
2026 Q1	$4M	Sell	57,342 -4,018	-7%	-$290K	0.31%	75
2025 Q4	$4.12M	Buy	61,360 +25,477	+71%	+$1.71M	0.31%	74
2025 Q3	$2.37M	Buy	35,883 +2,699	+8%	+$168K	0.19%	105
2025 Q2	$1.99M	Buy	33,184 +18,204	+122%	+$1.02M	0.18%	109
2025 Q1	$808K	Buy	14,980 +2,530	+20%	+$136K	0.08%	173
2024 Q4	$650K	Buy	12,450 +2,827	+29%	+$157K	0.07%	199
2024 Q3	$552K	Sell	9,623 -1,348	-12%	-$73K	0.06%	221
2024 Q2	$573K	Buy	10,971 +6,674	+155%	+$352K	0.04%	240
2024 Q1	$222K	Sell	4,297 -1,585	-27%	-$79.4K	0.02%	389
2023 Q4	$298K	Sell	5,882 -444	-7%	-$21.5K	0.04%	287
2023 Q3	$301K	Sell	6,326 -4,685	-43%	-$232K	0.04%	285
2023 Q2	$543K	Buy	11,011 +442	+4%	+$21.6K	0.07%	200
2023 Q1	$516K	Buy	+10,569	New	+$518K	0.08%	193
2022 Q1	–	Sell	-3,401	Closed	-$203K	–	377
2021 Q4	$203K	Buy	3,401 +50	+1%	+$3.08K	0.01%	360
2021 Q3	$207K	Sell	3,351 -1,624	-33%	-$103K	0.03%	366
2021 Q2	$333K	Buy	4,975 +859	+21%	+$56.6K	0.05%	269
2021 Q1	$265K	Sell	4,116 -2,041	-33%	-$134K	0.04%	311
2020 Q4	$382K	Buy	6,157 +677	+12%	+$39K	0.06%	197
2020 Q3	$289K	Hold	5,480	–	–	0.05%	215
2020 Q2	$261K	Sell	5,480 -2,157	-28%	-$96.3K	0.05%	229
2020 Q1	$309K	Sell	7,637 -2,213	-22%	-$109K	0.08%	184
2019 Q4	$530K	Buy	9,850 +2,931	+42%	+$151K	0.1%	172
2019 Q3	$339K	Buy	6,919 +2,309	+50%	+$115K	0.07%	211
2019 Q2	$237K	Buy	4,610 +610	+15%	+$31.2K	0.06%	247
2019 Q1	$207K	Buy	+4,000	New	+$203K	0.06%	265

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

First Heartland Consultants's IEMG Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 24% in Q2 2026, selling an estimated $1.08M and leaving 43,781 shares worth $3.63M. The position accounts for 0.23% of the portfolio, ranked #101.

First Heartland Consultants first reported a position in IEMG in Q1 2019 and has held it in 26 quarters since. The position peaked at $4.12M in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

First Heartland Consultants held 43,781 shares of iShares Core MSCI Emerging Markets ETF worth $3.63M as of Q2 2026.
First Heartland Consultants sold 13,561 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.08M.
iShares Core MSCI Emerging Markets ETF made up 0.23% of First Heartland Consultants's portfolio in Q2 2026, its #101 holding.
First Heartland Consultants first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 26 quarters since.
First Heartland Consultants's iShares Core MSCI Emerging Markets ETF position peaked at $4.12M in Q4 2025.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.