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

JDM 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	$1.13M	Sell	13,648 -342	-2%	-$27.3K	0.39%	33
2026 Q1	$976K	Buy	13,990 +2,195	+19%	+$158K	0.38%	31
2025 Q4	$793K	Sell	11,795 -1,709	-13%	-$115K	0.31%	34
2025 Q3	$890K	Buy	13,504 +739	+6%	+$46.1K	0.37%	27
2025 Q2	$766K	Sell	12,765 -109	-0.8%	-$6.08K	0.36%	29
2025 Q1	$695K	Sell	12,874 -180	-1%	-$9.69K	0.35%	30
2024 Q4	$682K	Buy	13,054 +1,001	+8%	+$55.4K	0.35%	28
2024 Q3	$692K	Sell	12,053 -6,211	-34%	-$336K	0.38%	27
2024 Q2	$978K	Buy	18,264 +59	+0.3%	+$3.11K	0.66%	19
2024 Q1	$939K	Sell	18,205 -269	-1%	-$13.5K	0.68%	18
2023 Q4	$934K	Buy	18,474 +26	+0.1%	+$1.26K	0.78%	16
2023 Q3	$878K	Sell	18,448 -7	-0%	-$346	0.81%	16
2023 Q2	$910K	Buy	18,455 +101	+0.6%	+$4.93K	0.79%	16
2023 Q1	$895K	Sell	18,354 -2,794	-13%	-$137K	0.83%	16
2022 Q4	$988K	Buy	+21,148	New	+$962K	0.95%	16

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

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

JDM Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.4% in Q2 2026, selling an estimated $27.3K and leaving 13,648 shares worth $1.13M. The position accounts for 0.39% of the portfolio, ranked #33.

JDM Financial Group first reported a position in IEMG in Q4 2022 and has held it in 15 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

JDM Financial Group held 13,648 shares of iShares Core MSCI Emerging Markets ETF worth $1.13M as of Q2 2026.
JDM Financial Group sold 342 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $27.3K.
iShares Core MSCI Emerging Markets ETF made up 0.39% of JDM Financial Group's portfolio in Q2 2026, its #33 holding.
JDM Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.