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

Howard 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
2026 Q2	$970K	Buy	11,706 +1	+0%	+$80	0.1%	94
2026 Q1	$816K	Hold	11,705	–	–	0.09%	93
2025 Q4	$787K	Sell	11,705 -15	-0.1%	-$1.01K	0.09%	86
2025 Q3	$773K	Sell	11,720 -1	-0%	-$62	0.09%	77
2025 Q2	$704K	Buy	11,721 +1	+0%	+$56	0.09%	80
2025 Q1	$633K	Hold	11,720	–	–	0.09%	86
2024 Q4	$612K	Buy	11,720 +2	+0%	+$111	0.08%	92
2024 Q3	$673K	Hold	11,718	–	–	0.1%	75
2024 Q2	$627K	Buy	11,718 +108	+0.9%	+$5.7K	0.1%	70
2024 Q1	$599K	Sell	11,610 -63	-0.5%	-$3.15K	0.1%	74
2023 Q4	$590K	Buy	11,673 +670	+6%	+$32.5K	0.11%	69
2023 Q3	$524K	Hold	11,003	–	–	0.12%	73
2023 Q2	$542K	Hold	11,003	–	–	0.13%	67
2023 Q1	$537K	Hold	11,003	–	–	0.13%	67
2022 Q4	$514K	Buy	+11,003	New	+$500K	0.14%	68
2021 Q4	–	Sell	-3,672	Closed	-$227K	–	139
2021 Q3	$227K	Hold	3,672	–	–	0.09%	111
2021 Q2	$246K	Buy	+3,672	New	+$242K	0.1%	102
2021 Q1	–	Sell	-3,553	Closed	-$220K	–	127
2020 Q4	$220K	Buy	+3,553	New	+$205K	0.12%	99

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Howard Financial Services's IEMG Position: Q2 2026 in Review

Howard Financial Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.01% in Q2 2026, buying an estimated $80 and bringing the position to 11,706 shares worth $970K. The position accounts for 0.1% of the portfolio, ranked #94.

Howard Financial Services first reported a position in IEMG in Q4 2020 and has held it in 18 quarters since. 2,412 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Howard Financial Services held 11,706 shares of iShares Core MSCI Emerging Markets ETF worth $970K as of Q2 2026.
Howard Financial Services bought 1 iShares Core MSCI Emerging Markets ETF share in Q2 2026, an estimated $80.
iShares Core MSCI Emerging Markets ETF made up 0.1% of Howard Financial Services's portfolio in Q2 2026, its #94 holding.
Howard Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 18 quarters since.
2,412 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.