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 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 $1.37T 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

Keystone Financial Services (Colorado)'s IEMG Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.4% in Q1 2026, buying an estimated $1.38M and bringing the position to 277,522 shares worth $19.4M. The position accounts for 5.68% of the portfolio, ranked #6.

Keystone Financial Services (Colorado) first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Keystone Financial Services (Colorado) held 277,522 shares of iShares Core MSCI Emerging Markets ETF worth $19.4M as of Q1 2026.
Keystone Financial Services (Colorado) bought 19,162 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.38M.
iShares Core MSCI Emerging Markets ETF made up 5.68% of Keystone Financial Services (Colorado)'s portfolio in Q1 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 14 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.