JT Stratford LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

JT Stratford LLC’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	$2.16M	Sell	30,930 -1,698	-5%	-$123K	0.27%	89
2025 Q4	$2.19M	Buy	32,628 +20,172	+162%	+$1.35M	0.28%	80
2025 Q3	$821K	Buy	12,456 +773	+7%	+$48.2K	0.11%	163
2025 Q2	$701K	Buy	11,683 +5,127	+78%	+$286K	0.11%	168
2025 Q1	$354K	Buy	+6,556	New	+$353K	0.06%	220
2024 Q3	–	Sell	-4,650	Closed	-$249K	–	297
2024 Q2	$249K	Buy	+4,650	New	+$245K	0.05%	239
2023 Q4	–	Sell	-5,268	Closed	-$251K	–	252
2023 Q3	$251K	Sell	5,268 -2,634	-33%	-$130K	0.06%	207
2023 Q2	$389K	Hold	7,902	–	–	0.1%	177
2023 Q1	$386K	Buy	+7,902	New	+$388K	0.11%	182

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

JT Stratford LLC's IEMG Position: Q1 2026 in Review

JT Stratford LLC reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.2% in Q1 2026, selling an estimated $123K and leaving 30,930 shares worth $2.16M. The position accounts for 0.27% of the portfolio, ranked #89.

JT Stratford LLC first reported a position in IEMG in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.19M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

JT Stratford LLC held 30,930 shares of iShares Core MSCI Emerging Markets ETF worth $2.16M as of Q1 2026.
JT Stratford LLC sold 1,698 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $123K.
iShares Core MSCI Emerging Markets ETF made up 0.27% of JT Stratford LLC's portfolio in Q1 2026, its #89 holding.
JT Stratford LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 9 quarters since.
JT Stratford LLC's iShares Core MSCI Emerging Markets ETF position peaked at $2.19M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.