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Fortune Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Fortune Financial 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 		$447K Buy
+5,398
New +$430K 0.35% 60
2026
Q1 		– Sell
-5,477
Closed -$403K – 92
2025
Q4 		$403K Buy
+5,477
New +$367K 0.4% 58

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Fortune Financial Group opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026: 5,398 shares worth $447K. The stake represents 0.35% of the portfolio and ranks #60 among its holdings. This is a return to the name: Fortune Financial Group previously reported a position in IEMG as recently as Q4 2025.

Fortune Financial Group first reported a position in IEMG in Q4 2025 and has held it in 2 quarters since. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Fortune Financial Group held 5,398 shares of iShares Core MSCI Emerging Markets ETF worth $447K as of Q2 2026.
  • iShares Core MSCI Emerging Markets ETF was a new Fortune Financial Group position in Q2 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.35% of Fortune Financial Group's portfolio in Q2 2026, its #60 holding.
  • Fortune Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.