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Key Financial Inc’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Key Financial Inc’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 		$949K Buy
13,604
+1,756
+15% +$127K 0.17% 111
2025
Q4 		$796K Sell
11,848
-12
-0.1% -$805 0.15% 126
2025
Q3 		$788K Buy
11,860
+632
+6% +$39.4K 0.15% 127
2025
Q2 		$674K Buy
11,228
+72
+0.6% +$4.02K 0.14% 131
2025
Q1 		$602K Buy
11,156
+12
+0.1% +$646 0.13% 136
2024
Q4 		$582K Buy
11,144
+221
+2% +$12.2K 0.13% 136
2024
Q3 		$627K Hold
10,923
– – 0.14% 133
2024
Q2 		$585K Sell
10,923
-41
-0.4% -$2.16K 0.14% 126
2024
Q1 		$566K Sell
10,964
-213
-2% -$10.7K 0.14% 124
2023
Q4 		$565K Hold
11,177
– – 0.15% 111
2023
Q3 		$532K Buy
11,177
+111
+1% +$5.49K 0.18% 101
2023
Q2 		$545K Sell
11,066
-303
-3% -$14.8K 0.18% 101
2023
Q1 		$555K Buy
11,369
+1,470
+15% +$72.1K 0.2% 97
2022
Q4 		$425K Hold
9,899
– – 0.2% 100
2022
Q3 		$425K Buy
9,899
+1,783
+22% +$85.5K 0.2% 100
2022
Q2 		$395K Buy
8,116
+549
+7% +$28.4K 0.21% 93
2022
Q1 		$420K Buy
7,567
+6,614
+694% +$382K 0.21% 91
2021
Q4 		$57K Buy
953
+311
+48% +$19.2K 0.03% 327
2021
Q3 		$40K Hold
642
– – 0.02% 372
2021
Q2 		$41K Buy
642
+69
+12% +$4.55K 0.02% 376
2021
Q1 		$37K Hold
573
– – 0.02% 322
2020
Q4 		$36K Buy
+573
New +$33K 0.03% 298
2020
Q2 		– Sell
-3,634
Closed -$146K – 341
2020
Q1 		$146K Sell
3,634
-3,079
-46% -$151K 0.15% 116
2019
Q4 		$361K Buy
+6,713
New +$346K 0.34% 66

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

Key Financial Inc's IEMG Position: Q1 2026 in Review

Key Financial Inc increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 15% in Q1 2026, buying an estimated $127K and bringing the position to 13,604 shares worth $949K. The position accounts for 0.17% of the portfolio, ranked #111.

Key Financial Inc first reported a position in IEMG in Q4 2019 and has held it in 24 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Key Financial Inc held 13,604 shares of iShares Core MSCI Emerging Markets ETF worth $949K as of Q1 2026.
  • Key Financial Inc bought 1,756 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $127K.
  • iShares Core MSCI Emerging Markets ETF made up 0.17% of Key Financial Inc's portfolio in Q1 2026, its #111 holding.
  • Key Financial Inc first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.