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

Kelly Financial Services’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	$11.2M	Sell	135,016 -70,582	-34%	-$5.63M	2.39%	13
2026 Q1	$14.3M	Sell	205,598 -147,854	-42%	-$10.7M	3.45%	7
2025 Q4	$23.8M	Buy	353,452 +69,511	+24%	+$4.66M	5.95%	4
2025 Q3	$18.7M	Buy	283,941 +270,730	+2,049%	+$16.9M	4.85%	8
2025 Q2	$793K	Buy	13,211 +4,499	+52%	+$251K	0.23%	43
2025 Q1	$470K	Buy	+8,712	New	+$469K	0.16%	61
2024 Q3	–	Sell	-3,632	Closed	-$194K	–	393
2024 Q2	$194K	Buy	3,632 +1,879	+107%	+$99.1K	0.07%	112
2024 Q1	$90.5K	Sell	1,753 -2,801	-62%	-$140K	0.03%	159
2023 Q4	$230K	Buy	4,554 +85	+2%	+$4.12K	0.09%	92
2023 Q3	$213K	Sell	4,469 -3,469	-44%	-$172K	0.1%	87
2023 Q2	$391K	Buy	7,938 +84	+1%	+$4.1K	0.19%	62
2023 Q1	$383K	Buy	7,854 +7,522	+2,266%	+$369K	0.19%	59
2022 Q4	$15.5K	Buy	332 +114	+52%	+$5.18K	0.01%	286
2022 Q3	$9.39K	Buy	218 +185	+561%	+$8.87K	0.01%	331
2022 Q2	$1.64K	Buy	+33	New	+$1.71K	﹤0.01%	523
2021 Q1	–	Sell	-163	Closed	-$10.1K	–	650
2020 Q4	$10.1K	Buy	163 +2	+1%	+$115	0.01%	270
2020 Q3	$8.48K	Hold	161	–	–	0.01%	275
2020 Q2	$7.65K	Buy	161 +2	+1%	+$89	0.01%	281
2020 Q1	$6.44K	Hold	159	–	–	0.01%	270
2019 Q4	$8.56K	Buy	159 +3	+2%	+$155	0.01%	243
2019 Q3	$7.63K	Sell	156 -35	-18%	-$1.74K	0.01%	255
2019 Q2	$9.81K	Buy	191 +2	+1%	+$102	0.01%	226
2019 Q1	$9.77K	Buy	+189	New	+$9.57K	0.01%	222

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Kelly Financial Services's IEMG Position: Q2 2026 in Review

Kelly Financial Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 34% in Q2 2026, selling an estimated $5.63M and leaving 135,016 shares worth $11.2M. The position accounts for 2.39% of the portfolio, ranked #13.

Kelly Financial Services first reported a position in IEMG in Q1 2019 and has held it in 23 quarters since. The position peaked at $23.8M in Q4 2025. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Kelly Financial Services held 135,016 shares of iShares Core MSCI Emerging Markets ETF worth $11.2M as of Q2 2026.
Kelly Financial Services sold 70,582 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.63M.
iShares Core MSCI Emerging Markets ETF made up 2.39% of Kelly Financial Services's portfolio in Q2 2026, its #13 holding.
Kelly Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 23 quarters since.
Kelly Financial Services's iShares Core MSCI Emerging Markets ETF position peaked at $23.8M in Q4 2025.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.