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 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 $1.37T 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

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

JDM Financial Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 19% in Q1 2026, buying an estimated $158K and bringing the position to 13,990 shares worth $976K. The position accounts for 0.38% of the portfolio, ranked #31.

JDM Financial Group first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $988K in Q4 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

JDM Financial Group held 13,990 shares of iShares Core MSCI Emerging Markets ETF worth $976K as of Q1 2026.
JDM Financial Group bought 2,195 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $158K.
iShares Core MSCI Emerging Markets ETF made up 0.38% of JDM Financial Group's portfolio in Q1 2026, its #31 holding.
JDM Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $988K in Q4 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.