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

Montgomery Financial Services’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	$5.49M	Buy	+66,280	New	+$5.28M	4.77%	7

Other funds holding IEMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Montgomery Financial Services's IEMG Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026: 66,280 shares worth $5.49M. The stake represents 4.77% of the portfolio and ranks #7 among its holdings.

2,324 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Montgomery Financial Services held 66,280 shares of iShares Core MSCI Emerging Markets ETF worth $5.49M as of Q2 2026.
iShares Core MSCI Emerging Markets ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 4.77% of Montgomery Financial Services's portfolio in Q2 2026, its #7 holding.
2,324 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.