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

Lockerman 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 Q2	$540K	Sell	6,516 -2,215	-25%	-$177K	0.83%	36
2026 Q1	$609K	Buy	8,731 +1,002	+13%	+$72.3K	1.1%	24
2025 Q4	$520K	Buy	7,729 +3,003	+64%	+$201K	1%	30
2025 Q3	$312K	Buy	4,726 +662	+16%	+$41.3K	0.39%	85
2025 Q2	$244K	Buy	+4,064	New	+$227K	0.33%	108

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Lockerman Financial Group's IEMG Position: Q2 2026 in Review

Lockerman Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q2 2026, selling an estimated $177K and leaving 6,516 shares worth $540K. The position accounts for 0.83% of the portfolio, ranked #36.

Lockerman Financial Group first reported a position in IEMG in Q2 2025 and has held it in 5 quarters since. The position peaked at $609K in Q1 2026. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Lockerman Financial Group held 6,516 shares of iShares Core MSCI Emerging Markets ETF worth $540K as of Q2 2026.
Lockerman Financial Group sold 2,215 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $177K.
iShares Core MSCI Emerging Markets ETF made up 0.83% of Lockerman Financial Group's portfolio in Q2 2026, its #36 holding.
Lockerman Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
Lockerman Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $609K in Q1 2026.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.