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

Independent 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 		$11.7M Buy
141,441
+30,135
+27% +$2.4M 0.22% 83
2026
Q1 		$7.76M Buy
111,306
+41,612
+60% +$3M 0.17% 119
2025
Q4 		$4.68M Buy
69,694
+7,632
+12% +$512K 0.1% 180
2025
Q3 		$4.09M Sell
62,062
-352
-0.6% -$22K 0.1% 192
2025
Q2 		$3.75M Buy
62,414
+4,304
+7% +$240K 0.1% 195
2025
Q1 		$3.14M Sell
58,110
-16,988
-23% -$914K 0.11% 192
2024
Q4 		$3.92M Sell
75,098
-2,632
-3% -$146K 0.13% 146
2024
Q3 		$4.46M Buy
77,730
+4,371
+6% +$237K 0.16% 117
2024
Q2 		$3.93M Buy
73,359
+4,910
+7% +$259K 0.16% 125
2024
Q1 		$3.53M Buy
68,449
+35,918
+110% +$1.8M 0.16% 127
2023
Q4 		$1.65M Sell
32,531
-9,647
-23% -$467K 0.09% 242
2023
Q3 		$2.01M Sell
42,178
-1,830
-4% -$90.6K 0.13% 182
2023
Q2 		$2.17M Buy
44,008
+21,365
+94% +$1.04M 0.15% 146
2023
Q1 		$1.1M Buy
22,643
+6,477
+40% +$318K 0.09% 257
2022
Q4 		$755K Buy
16,166
+1,997
+14% +$90.8K 0.06% 319
2022
Q3 		$609K Sell
14,169
-2,307
-14% -$111K 0.06% 344
2022
Q2 		$808K Sell
16,476
-4,045
-20% -$209K 0.09% 267
2022
Q1 		$1.14M Sell
20,521
-475
-2% -$27.4K 0.09% 215
2021
Q4 		$1.26M Buy
20,996
+7,506
+56% +$463K 0.1% 205
2021
Q3 		$833K Buy
13,490
+420
+3% +$26.7K 0.09% 256
2021
Q2 		$876K Sell
13,070
-16,545
-56% -$1.09M 0.09% 245
2021
Q1 		$1.91M Buy
29,615
+1,466
+5% +$96.4K 0.25% 99
2020
Q4 		$1.75M Buy
28,149
+1,018
+4% +$58.7K 0.26% 94
2020
Q3 		$1.43M Buy
27,131
+12,985
+92% +$681K 0.27% 87
2020
Q2 		$673K Sell
14,146
-3,624
-20% -$162K 0.15% 166
2020
Q1 		$719K Buy
+17,770
New +$873K 0.21% 122

Other funds holding IEMG

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 22.96% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Independent Financial Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 27% in Q2 2026, buying an estimated $2.4M and bringing the position to 141,441 shares worth $11.7M. The position accounts for 0.22% of the portfolio, ranked #83.

Independent Financial Group first reported a position in IEMG in Q1 2020 and has held it in 26 quarters since. 2,324 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Independent Financial Group held 141,441 shares of iShares Core MSCI Emerging Markets ETF worth $11.7M as of Q2 2026.
  • Independent Financial Group bought 30,135 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.4M.
  • iShares Core MSCI Emerging Markets ETF made up 0.22% of Independent Financial Group's portfolio in Q2 2026, its #83 holding.
  • Independent Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,324 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.