Forthright Family Wealth Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-54,335	Closed	-$2.8M	–	73
2026 Q1	$2.8M	Buy	+54,335	New	+$3.92M	1.88%	13
2024 Q4	–	Sell	-5,142	Closed	-$283K	–	63
2024 Q3	$283K	Sell	5,142 -47,621	-90%	-$2.58M	0.18%	49
2024 Q2	$2.82M	Sell	52,763 -1,572	-3%	-$82.9K	1.82%	14
2024 Q1	$2.8M	Buy	54,335 +11,675	+27%	+$585K	1.88%	13
2023 Q4	$2.16M	Buy	+42,660	New	+$2.07M	1.69%	17

Other funds holding IEMG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Forthright Family Wealth Advisory's IEMG Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026, closing a stake of 54,335 shares — an estimated $2.8M sold.

Forthright Family Wealth Advisory first reported a position in IEMG in Q4 2023 and held it in 5 quarters. The position peaked at $2.82M in Q2 2024. 1,237 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 54,335 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.8M.
Forthright Family Wealth Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and held it in 5 quarters.
Forthright Family Wealth Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $2.82M in Q2 2024.
1,237 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.