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

Kelleher Financial Advisors’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	$16.2K	Buy	196 +43	+28%	+$3.43K	﹤0.01%	574
2026 Q1	$10.1K	Buy	153 +55	+56%	+$3.97K	﹤0.01%	534
2025 Q4	$6.59K	Sell	98 -55	-36%	-$3.69K	﹤0.01%	609
2025 Q3	$10.1K	Buy	+153	New	+$9.54K	﹤0.01%	499
2020 Q2	–	Sell	-8,454	Closed	-$342K	–	109
2020 Q1	$342K	Buy	8,454 +1,935	+30%	+$95K	0.41%	58
2019 Q4	$350K	Hold	6,519	–	–	0.35%	62
2019 Q3	$319K	Sell	6,519 -47	-0.7%	-$2.33K	0.39%	63
2019 Q2	$337K	Buy	+6,566	New	+$336K	0.42%	61
2018 Q4	$309K	Hold	6,566	–	–	0.5%	55
2018 Q3	$339K	Sell	6,566 -60	-0.9%	-$3.13K	0.44%	61
2018 Q2	$347K	Hold	6,626	–	–	0.5%	53
2018 Q1	$386K	Hold	6,626	–	–	0.53%	51
2017 Q4	$377K	Buy	+6,626	New	+$370K	0.6%	49

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

Kelleher Financial Advisors's IEMG Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 28% in Q2 2026, buying an estimated $3.43K and bringing the position to 196 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Kelleher Financial Advisors first reported a position in IEMG in Q4 2017 and has held it in 13 quarters since. The position peaked at $386K in Q1 2018. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Kelleher Financial Advisors held 196 shares of iShares Core MSCI Emerging Markets ETF worth $16.2K as of Q2 2026.
Kelleher Financial Advisors bought 43 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.43K.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #574 holding.
Kelleher Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 13 quarters since.
Kelleher Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $386K in Q1 2018.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.