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Keystone Financial Group (Kentucky)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Keystone Financial Group (Kentucky)’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 		$18.9M Sell
227,985
-58,203
-20% -$4.64M 1.12% 19
2026
Q1 		$20M Buy
286,188
+40,911
+17% +$2.95M 1.37% 17
2025
Q4 		$16.5M Buy
245,277
+129,556
+112% +$8.69M 1.22% 20
2025
Q3 		$7.64M Buy
115,721
+80,312
+227% +$5.01M 0.58% 33
2025
Q2 		$2.13M Buy
35,409
+8,490
+32% +$474K 0.19% 93
2025
Q1 		$1.46M Buy
26,919
+2,083
+8% +$112K 0.15% 105
2024
Q4 		$1.3M Sell
24,836
-133
-0.5% -$7.37K 0.13% 116
2024
Q3 		$1.43M Buy
+24,969
New +$1.35M 0.18% 87
2024
Q2 		– Sell
-27,164
Closed -$1.4M – 220
2024
Q1 		$1.4M Buy
27,164
+8,123
+43% +$407K 0.2% 86
2023
Q4 		$963K Sell
19,041
-6,044
-24% -$293K 0.17% 93
2023
Q3 		$1.19M Buy
25,085
+463
+2% +$22.9K 0.2% 86
2023
Q2 		$1.21M Buy
+24,622
New +$1.2M 0.21% 88
2022
Q4 		$1.13M Buy
24,182
+16
+0.1% +$728 0.22% 87
2022
Q3 		$1.04M Sell
24,166
-943
-4% -$45.2K 0.21% 91
2022
Q2 		$1.23M Buy
25,109
+23
+0.1% +$1.19K 0.24% 84
2022
Q1 		$1.39M Sell
25,086
-587
-2% -$33.9K 0.24% 84
2021
Q4 		$1.54M Sell
25,673
-66
-0.3% -$4.07K 0.25% 81
2021
Q3 		$1.59M Sell
25,739
-287
-1% -$18.3K 0.29% 76
2021
Q2 		$1.74M Buy
26,026
+43
+0.2% +$2.83K 0.32% 73
2021
Q1 		$1.67M Sell
25,983
-1,190
-4% -$78.3K 0.33% 73
2020
Q4 		$1.69M Buy
27,173
+405
+2% +$23.3K 0.35% 67
2020
Q3 		$1.41M Sell
26,768
-312
-1% -$16.4K 0.35% 64
2020
Q2 		$1.29M Buy
27,080
+6,925
+34% +$309K 0.35% 67
2020
Q1 		$816K Sell
20,155
-7,038
-26% -$346K 0.27% 85
2019
Q4 		$1.46M Buy
27,193
+13,385
+97% +$690K 0.39% 62
2019
Q3 		$677K Sell
13,808
-107
-0.8% -$5.31K 0.21% 99
2019
Q2 		$716K Sell
13,915
-975
-7% -$49.8K 0.23% 97
2019
Q1 		$770K Buy
14,890
+806
+6% +$40.8K 0.27% 91
2018
Q4 		$664K Sell
14,084
-42,746
-75% -$2.07M 0.3% 88
2018
Q3 		$2.94M Sell
56,830
-2,512
-4% -$131K 1.2% 21
2018
Q2 		$3.08M Buy
59,342
+8,150
+16% +$457K 1.72% 13
2018
Q1 		$2.93M Buy
+51,192
New +$3.03M 1.63% 12

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IEMG Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q2 2026, selling an estimated $4.64M and leaving 227,985 shares worth $18.9M. The position accounts for 1.12% of the portfolio, ranked #19.

Keystone Financial Group (Kentucky) first reported a position in IEMG in Q1 2018 and has held it in 32 quarters since. The position peaked at $20M in Q1 2026. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 227,985 shares of iShares Core MSCI Emerging Markets ETF worth $18.9M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 58,203 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $4.64M.
  • iShares Core MSCI Emerging Markets ETF made up 1.12% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #19 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Core MSCI Emerging Markets ETF position peaked at $20M in Q1 2026.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.