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

McClarren Financial Advisors’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
2025 Q2	–	Sell	-459	Closed	-$46K	–	181
2025 Q1	$46K	Sell	459 -72	-14%	-$3.88K	0.03%	142
2024 Q4	$27K	Buy	531 +285	+116%	+$15.8K	0.08%	117
2024 Q3	$4K	Sell	246 -21	-8%	-$1.14K	﹤0.01%	209
2024 Q2	$52K	Sell	267 -550	-67%	-$29K	0.04%	144
2024 Q1	$43K	Buy	817 +1	+0.1%	+$50	0.03%	152
2023 Q4	$41K	Buy	816 +17	+2%	+$823	0.03%	173
2023 Q3	$36K	Sell	799 -1	-0.1%	-$49	0.03%	170
2023 Q2	$39K	Sell	800 -240	-23%	-$11.7K	0.03%	168
2023 Q1	$48K	Buy	1,040 +248	+31%	+$12.2K	0.04%	146
2022 Q4	$37K	Buy	792 +11	+1%	+$500	0.04%	168
2022 Q3	$33K	Buy	+781	New	+$37.4K	0.03%	164
2022 Q2	–	Sell	-756	Closed	-$41K	–	131
2022 Q1	$41K	Sell	756 -2	-0.3%	-$116	0.03%	139
2021 Q4	$46K	Buy	758 +19	+3%	+$1.17K	0.03%	146
2021 Q3	$45K	Sell	739 -516	-41%	-$32.8K	0.04%	123
2021 Q2	$83K	Buy	1,255 +588	+88%	+$38.7K	0.07%	87
2021 Q1	$43K	Buy	667 +2	+0.3%	+$132	0.04%	116
2020 Q4	$40K	Buy	+665	New	+$38.3K	0.04%	109

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

McClarren Financial Advisors's IEMG Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2025, closing a stake of 459 shares — an estimated $46K sold.

McClarren Financial Advisors first reported a position in IEMG in Q4 2020 and held it in 17 quarters. The position peaked at $83K in Q2 2021. 1,911 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

McClarren Financial Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 459 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $46K.
McClarren Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 17 quarters.
McClarren Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $83K in Q2 2021.
1,911 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.