Forum Financial Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Forum Financial Management’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	$260K	Sell	3,142 -281	-8%	-$22.4K	﹤0.01%	294
2026 Q1	$239K	Sell	3,423 -768	-18%	-$55.4K	﹤0.01%	287
2025 Q4	$282K	Buy	4,191 +861	+26%	+$57.8K	﹤0.01%	781
2025 Q3	$220K	Sell	3,330 -115	-3%	-$7.17K	﹤0.01%	914
2025 Q2	$207K	Buy	+3,445	New	+$192K	﹤0.01%	891
2025 Q1	–	Sell	-4,279	Closed	-$223K	–	898
2024 Q4	$223K	Buy	4,279 +442	+12%	+$24.5K	﹤0.01%	788
2024 Q3	$220K	Buy	+3,837	New	+$208K	﹤0.01%	674

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Forum Financial Management's IEMG Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 8.2% in Q2 2026, selling an estimated $22.4K and leaving 3,142 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Forum Financial Management first reported a position in IEMG in Q3 2024 and has held it in 7 quarters since. The position peaked at $282K in Q4 2025. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Forum Financial Management held 3,142 shares of iShares Core MSCI Emerging Markets ETF worth $260K as of Q2 2026.
Forum Financial Management sold 281 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $22.4K.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #294 holding.
Forum Financial Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2024 and has held it in 7 quarters since.
Forum Financial Management's iShares Core MSCI Emerging Markets ETF position peaked at $282K in Q4 2025.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.