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

Leverty Financial Group’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	$38.3M	Buy	471,894 +34,406	+8%	+$2.77M	6.98%	5
2026 Q2	$36.2M	Sell	437,488 -63	-0%	-$5.02K	7.05%	5
2026 Q1	$30.5M	Buy	437,551 +3,679	+0.8%	+$266K	6.75%	5
2025 Q4	$29.2M	Buy	433,872 +329	+0.1%	+$22.1K	6.97%	5
2025 Q3	$28.6M	Buy	433,543 +14,340	+3%	+$894K	7.42%	5
2025 Q2	$25.2M	Buy	+419,203	New	+$23.4M	7.51%	4

Other funds holding IEMG

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Leverty Financial Group's IEMG Position: Q3 2026 in Review

Leverty Financial Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.9% in Q3 2026, buying an estimated $2.77M and bringing the position to 471,894 shares worth $38.3M. The position accounts for 6.98% of the portfolio, ranked #5.

Leverty Financial Group first reported a position in IEMG in Q2 2025 and has held it in 6 quarters since. 1,806 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Leverty Financial Group held 471,894 shares of iShares Core MSCI Emerging Markets ETF worth $38.3M as of Q3 2026.
Leverty Financial Group bought 34,406 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $2.77M.
iShares Core MSCI Emerging Markets ETF made up 6.98% of Leverty Financial Group's portfolio in Q3 2026, its #5 holding.
Leverty Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
1,806 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.