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Heritage Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Heritage Financial Services’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
2025
Q4 		$3.31M Sell
49,274
-5,964
-11% -$400K 0.28% 18
2025
Q3 		$3.64M Sell
55,238
-2,749
-5% -$171K 0.33% 17
2025
Q2 		$3.48M Sell
57,987
-5,682
-9% -$317K 0.34% 18
2025
Q1 		$3.44M Sell
63,669
-2,542
-4% -$137K 0.34% 17
2024
Q4 		$3.46M Sell
66,211
-1,705
-3% -$94.4K 0.46% 15
2024
Q3 		$3.9M Sell
67,916
-2,994
-4% -$162K 0.52% 14
2024
Q2 		$3.8M Sell
70,910
-6,564
-8% -$346K 0.54% 14
2024
Q1 		$4M Sell
77,474
-15,624
-17% -$782K 0.59% 14
2023
Q4 		$4.71M Sell
93,098
-21,316
-19% -$1.03M 0.8% 12
2023
Q3 		$5.44M Sell
114,414
-7,973
-7% -$395K 1.06% 11
2023
Q2 		$6.03M Buy
122,387
+1,361
+1% +$66.5K 1.21% 10
2023
Q1 		$5.9M Buy
121,026
+3,873
+3% +$190K 1.29% 9
2022
Q4 		$5.47M Sell
117,153
-5,425
-4% -$247K 1.39% 10
2022
Q3 		$5.27M Buy
122,578
+9,885
+9% +$474K 3.2% 6
2022
Q2 		$5.53M Buy
112,693
+9,239
+9% +$477K 3.08% 6
2022
Q1 		$5.75M Buy
103,454
+15,613
+18% +$902K 3.76% 5
2021
Q4 		$5.26M Buy
+87,841
New +$5.42M 4.12% 7

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Heritage Financial Services's IEMG Position: Q4 2025 in Review

Heritage Financial Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q4 2025, selling an estimated $400K and leaving 49,274 shares worth $3.31M. The position accounts for 0.28% of the portfolio, ranked #18.

Heritage Financial Services first reported a position in IEMG in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.03M in Q2 2023. 2,231 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

  • Heritage Financial Services held 49,274 shares of iShares Core MSCI Emerging Markets ETF worth $3.31M as of Q4 2025.
  • Heritage Financial Services sold 5,964 iShares Core MSCI Emerging Markets ETF shares in Q4 2025, an estimated $400K.
  • iShares Core MSCI Emerging Markets ETF made up 0.28% of Heritage Financial Services's portfolio in Q4 2025, its #18 holding.
  • Heritage Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's iShares Core MSCI Emerging Markets ETF position peaked at $6.03M in Q2 2023.
  • 2,231 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.