JF
IEMG icon

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JSF Financial's IEMG Position: Q1 2026 in Review

JSF Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 60% in Q1 2026, selling an estimated $3.57M and leaving 32,761 shares worth $2.29M. The position accounts for 0.45% of the portfolio, ranked #30.

JSF Financial first reported a position in IEMG in Q4 2018 and has held it in 22 quarters since. The position peaked at $5.53M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • JSF Financial held 32,761 shares of iShares Core MSCI Emerging Markets ETF worth $2.29M as of Q1 2026.
  • JSF Financial sold 49,485 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.57M.
  • iShares Core MSCI Emerging Markets ETF made up 0.45% of JSF Financial's portfolio in Q1 2026, its #30 holding.
  • JSF Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 22 quarters since.
  • JSF Financial's iShares Core MSCI Emerging Markets ETF position peaked at $5.53M in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.