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

Foundry 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 Q1	$4.95M	Sell	70,907 -2,282	-3%	-$165K	2.45%	15
2025 Q4	$4.92M	Buy	73,189 +2,317	+3%	+$155K	2.46%	15
2025 Q3	$4.67M	Sell	70,872 -1,480	-2%	-$92.3K	2.45%	15
2025 Q2	$4.34M	Sell	72,352 -653	-0.9%	-$36.4K	2.47%	16
2025 Q1	$3.94M	Sell	73,005 -4,591	-6%	-$247K	2.43%	16
2024 Q4	$4.05M	Sell	77,596 -6,210	-7%	-$344K	2.51%	17
2024 Q3	$4.81M	Sell	83,806 -933	-1%	-$50.5K	3%	14
2024 Q2	$4.54M	Sell	84,739 -74,849	-47%	-$3.95M	3.13%	14
2024 Q1	$8.23M	Buy	159,588 +22,262	+16%	+$1.11M	5.88%	6
2023 Q4	$6.95M	Buy	+137,326	New	+$6.65M	5.89%	5

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundry Financial Group's IEMG Position: Q1 2026 in Review

Foundry Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.1% in Q1 2026, selling an estimated $165K and leaving 70,907 shares worth $4.95M. The position accounts for 2.45% of the portfolio, ranked #15.

Foundry Financial Group first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.23M in Q1 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Foundry Financial Group held 70,907 shares of iShares Core MSCI Emerging Markets ETF worth $4.95M as of Q1 2026.
Foundry Financial Group sold 2,282 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $165K.
iShares Core MSCI Emerging Markets ETF made up 2.45% of Foundry Financial Group's portfolio in Q1 2026, its #15 holding.
Foundry Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Foundry Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $8.23M in Q1 2024.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.