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

Lantz Financial’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 Q3	$4.35M	Sell	53,604 -18,033	-25%	-$1.45M	0.79%	26
2026 Q2	$5.93M	Sell	71,637 -17,645	-20%	-$1.41M	1.09%	21
2026 Q1	$6.23M	Sell	89,282 -2,444	-3%	-$176K	1.29%	18
2025 Q4	$6.17M	Buy	91,726 +19,587	+27%	+$1.31M	1.3%	20
2025 Q3	$4.76M	Buy	72,139 +11,457	+19%	+$715K	1.05%	20
2025 Q2	$3.64M	Buy	60,682 +31,931	+111%	+$1.78M	0.91%	25
2025 Q1	$1.55M	Buy	28,751 +9,166	+47%	+$493K	0.42%	73
2024 Q4	$1.02M	Buy	19,585 +46	+0.2%	+$2.55K	0.27%	88
2024 Q3	$1.12M	Sell	19,539 -5,873	-23%	-$318K	0.3%	87
2024 Q2	$1.36M	Buy	25,412 +10,617	+72%	+$560K	0.42%	72
2024 Q1	$763K	Sell	14,795 -13,821	-48%	-$692K	0.25%	93
2023 Q4	$1.45M	Buy	28,616 +1,018	+4%	+$49.3K	0.52%	62
2023 Q3	$1.31M	Sell	27,598 -12,662	-31%	-$627K	0.52%	58
2023 Q2	$1.98M	Buy	40,260 +1,988	+5%	+$97.1K	0.78%	31
2023 Q1	$1.87M	Buy	+38,272	New	+$1.88M	0.78%	32
2022 Q1	–	Sell	-3,564	Closed	-$213K	–	169
2021 Q4	$213K	Buy	3,564 +69	+2%	+$4.26K	0.1%	144
2021 Q3	$216K	Sell	3,495 -347	-9%	-$22.1K	0.11%	138
2021 Q2	$257K	Buy	3,842 +20	+0.5%	+$1.32K	0.13%	132
2021 Q1	$246K	Hold	3,822	–	–	0.14%	117
2020 Q4	$237K	Buy	3,822 +35	+0.9%	+$2.02K	0.15%	110
2020 Q3	$200K	Buy	+3,787	New	+$199K	0.13%	112
2020 Q1	–	Sell	-5,686	Closed	-$306K	–	115
2019 Q4	$306K	Buy	+5,686	New	+$293K	0.18%	106

Other funds holding IEMG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lantz Financial's IEMG Position: Q3 2026 in Review

Lantz Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q3 2026, selling an estimated $1.45M and leaving 53,604 shares worth $4.35M. The position accounts for 0.79% of the portfolio, ranked #26.

Lantz Financial first reported a position in IEMG in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.23M in Q1 2026. 698 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Lantz Financial held 53,604 shares of iShares Core MSCI Emerging Markets ETF worth $4.35M as of Q3 2026.
Lantz Financial sold 18,033 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $1.45M.
iShares Core MSCI Emerging Markets ETF made up 0.79% of Lantz Financial's portfolio in Q3 2026, its #26 holding.
Lantz Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 22 quarters since.
Lantz Financial's iShares Core MSCI Emerging Markets ETF position peaked at $6.23M in Q1 2026.
698 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.