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

Keystone Financial Services (Colorado)’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	$15.6M	Sell	188,291 -89,231	-32%	-$7.11M	4.02%	6
2026 Q1	$19.4M	Buy	277,522 +19,162	+7%	+$1.38M	5.68%	6
2025 Q4	$17.4M	Buy	258,360 +29,137	+13%	+$1.95M	5.24%	8
2025 Q3	$15.1M	Buy	229,223 +6,553	+3%	+$409K	4.68%	8
2025 Q2	$13.4M	Buy	222,670 +112,809	+103%	+$6.29M	4.55%	8
2025 Q1	$5.93M	Buy	109,861 +46,369	+73%	+$2.5M	2.26%	11
2024 Q4	$3.32M	Buy	63,492 +782	+1%	+$43.3K	1.27%	13
2024 Q3	$3.6M	Sell	62,710 -43,189	-41%	-$2.34M	1.4%	13
2024 Q2	$5.67M	Buy	105,899 +49,140	+87%	+$2.59M	2.35%	11
2024 Q1	$2.93M	Sell	56,759 -48,578	-46%	-$2.43M	1.28%	14
2023 Q4	$5.33M	Sell	105,337 -8,935	-8%	-$433K	2.52%	10
2023 Q3	$5.44M	Sell	114,272 -62,944	-36%	-$3.11M	2.88%	9
2023 Q2	$8.73M	Buy	177,216 +321	+0.2%	+$15.7K	4.46%	7
2023 Q1	$8.63M	Sell	176,895 -28,000	-14%	-$1.37M	4.62%	7
2022 Q4	$10.4M	Buy	+204,895	New	+$9.32M	5.6%	6

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

Keystone Financial Services (Colorado)'s IEMG Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 32% in Q2 2026, selling an estimated $7.11M and leaving 188,291 shares worth $15.6M. The position accounts for 4.02% of the portfolio, ranked #6.

Keystone Financial Services (Colorado) first reported a position in IEMG in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.4M in Q1 2026. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Keystone Financial Services (Colorado) held 188,291 shares of iShares Core MSCI Emerging Markets ETF worth $15.6M as of Q2 2026.
Keystone Financial Services (Colorado) sold 89,231 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $7.11M.
iShares Core MSCI Emerging Markets ETF made up 4.02% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #6 holding.
Keystone Financial Services (Colorado) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Keystone Financial Services (Colorado)'s iShares Core MSCI Emerging Markets ETF position peaked at $19.4M in Q1 2026.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.