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JFG Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

JFG Wealth Management’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
Q3 		$214K Buy
+3,252
New +$203K 0.04% 66
2025
Q1 		– Sell
-8,098
Closed -$423K – 86
2024
Q4 		$423K Sell
8,098
-195
-2% -$10.8K 0.1% 63
2024
Q3 		$476K Buy
+8,293
New +$449K 0.13% 45

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JFG Wealth Management's IEMG Position: Q3 2025 in Review

JFG Wealth Management opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2025: 3,252 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #66 among its holdings. This is a return to the name: JFG Wealth Management previously reported a position in IEMG as recently as Q4 2024.

JFG Wealth Management first reported a position in IEMG in Q3 2024 and has held it in 3 quarters since. The position peaked at $476K in Q3 2024. 1,969 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

  • JFG Wealth Management held 3,252 shares of iShares Core MSCI Emerging Markets ETF worth $214K as of Q3 2025.
  • iShares Core MSCI Emerging Markets ETF was a new JFG Wealth Management position in Q3 2025.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of JFG Wealth Management's portfolio in Q3 2025, its #66 holding.
  • JFG Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2024 and has held it in 3 quarters since.
  • JFG Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $476K in Q3 2024.
  • 1,969 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.