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

JSF Financial’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	$2.15M	Sell	25,907 -6,854	-21%	-$546K	0.34%	38
2026 Q1	$2.29M	Sell	32,761 -49,485	-60%	-$3.57M	0.45%	30
2025 Q4	$5.53M	Buy	82,246 +49	+0.1%	+$3.29K	1.15%	17
2025 Q3	$5.42M	Buy	82,197 +1,795	+2%	+$112K	1.2%	16
2025 Q2	$4.83M	Buy	80,402 +2,126	+3%	+$119K	1.15%	17
2025 Q1	$4.22M	Sell	78,276 -25,284	-24%	-$1.36M	1.11%	19
2024 Q4	$5.41M	Buy	103,560 +13,482	+15%	+$747K	1.45%	16
2024 Q3	$5.17M	Buy	90,078 +2,970	+3%	+$161K	1.51%	15
2024 Q2	$4.66M	Buy	87,108 +1,655	+2%	+$87.3K	1.43%	16
2024 Q1	$4.41M	Buy	85,453 +665	+0.8%	+$33.3K	1.38%	16
2023 Q4	$4.29M	Buy	84,788 +3,288	+4%	+$159K	1.49%	16
2023 Q3	$3.88M	Sell	81,500 -2,125	-3%	-$105K	1.5%	16
2023 Q2	$4.12M	Buy	83,625 +8,515	+11%	+$416K	1.46%	21
2023 Q1	$3.66M	Buy	75,110 +21,887	+41%	+$1.07M	1.37%	22
2022 Q4	$2.49M	Sell	53,223 -9,634	-15%	-$438K	0.93%	26
2022 Q3	$2.7M	Buy	62,857 +7,653	+14%	+$367K	1.03%	26
2022 Q2	$2.71M	Buy	55,204 +26,006	+89%	+$1.34M	1.23%	20
2022 Q1	$1.62M	Buy	29,198 +25,376	+664%	+$1.47M	0.69%	25
2021 Q4	$229K	Buy	+3,822	New	+$236K	0.11%	96
2020 Q1	–	Sell	-3,728	Closed	-$200K	–	64
2019 Q4	$200K	Buy	+3,728	New	+$192K	0.2%	66
2019 Q3	–	Sell	-4,318	Closed	-$222K	–	64
2019 Q2	$222K	Buy	4,318 +230	+6%	+$11.8K	0.24%	54
2019 Q1	$211K	Sell	4,088 -744	-15%	-$37.7K	0.23%	55
2018 Q4	$228K	Buy	+4,832	New	+$234K	0.23%	50

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

JSF Financial's IEMG Position: Q2 2026 in Review

JSF Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 21% in Q2 2026, selling an estimated $546K and leaving 25,907 shares worth $2.15M. The position accounts for 0.34% of the portfolio, ranked #38.

JSF Financial first reported a position in IEMG in Q4 2018 and has held it in 23 quarters since. The position peaked at $5.53M in Q4 2025. 2,408 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

JSF Financial held 25,907 shares of iShares Core MSCI Emerging Markets ETF worth $2.15M as of Q2 2026.
JSF Financial sold 6,854 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $546K.
iShares Core MSCI Emerging Markets ETF made up 0.34% of JSF Financial's portfolio in Q2 2026, its #38 holding.
JSF Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 23 quarters since.
JSF Financial's iShares Core MSCI Emerging Markets ETF position peaked at $5.53M in Q4 2025.
2,408 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.