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 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 $1.37T 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

Kelleher Financial Advisors's IEMG Position: Q1 2026 in Review

Kelleher Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 56% in Q1 2026, buying an estimated $3.97K and bringing the position to 153 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Kelleher Financial Advisors first reported a position in IEMG in Q4 2017 and has held it in 12 quarters since. The position peaked at $386K in Q1 2018. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Kelleher Financial Advisors held 153 shares of iShares Core MSCI Emerging Markets ETF worth $10.1K as of Q1 2026.
Kelleher Financial Advisors bought 55 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.97K.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #534 holding.
Kelleher Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 12 quarters since.
Kelleher Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $386K in Q1 2018.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.