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

Morling 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
2026 Q2	$5.61M	Buy	67,701 +931	+1%	+$74.2K	1.56%	14
2026 Q1	$4.66M	Sell	66,770 -3,196	-5%	-$231K	1.43%	14
2025 Q4	$4.7M	Buy	69,966 +326	+0.5%	+$21.9K	1.48%	14
2025 Q3	$4.59M	Sell	69,640 -683	-1%	-$42.6K	1.52%	14
2025 Q2	$4.22M	Buy	70,323 +597	+0.9%	+$33.3K	1.38%	16
2025 Q1	$3.76M	Sell	69,726 -1,188	-2%	-$64K	1.3%	16
2024 Q4	$3.7M	Sell	70,914 -870	-1%	-$48.2K	1.29%	16
2024 Q3	$4.12M	Sell	71,784 -710	-1%	-$38.4K	1.57%	15
2024 Q2	$3.88M	Sell	72,494 -675	-0.9%	-$35.6K	1.69%	15
2024 Q1	$3.78M	Buy	73,169 +389	+0.5%	+$19.5K	2.16%	13
2023 Q4	$3.68M	Sell	72,780 -2,235	-3%	-$108K	2.97%	11
2023 Q3	$3.57M	Sell	75,015 -1,008	-1%	-$49.9K	3.54%	11
2023 Q2	$3.75M	Buy	76,023 +164	+0.2%	+$8.01K	3.6%	10
2023 Q1	$3.7M	Sell	75,859 -303	-0.4%	-$14.9K	3.99%	10
2022 Q4	$3.56M	Buy	76,162 +1,126	+2%	+$51.2K	4.54%	9
2022 Q3	$3.23M	Sell	75,036 -222	-0.3%	-$10.6K	4.39%	9
2022 Q2	$3.69M	Sell	75,258 -8,323	-10%	-$430K	4.82%	9
2022 Q1	$4.64M	Buy	83,581 +15,314	+22%	+$885K	5.87%	6
2021 Q4	$4.09M	Buy	+68,267	New	+$4.21M	3.91%	7

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

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

Morling Financial Advisors's IEMG Position: Q2 2026 in Review

Morling Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.4% in Q2 2026, buying an estimated $74.2K and bringing the position to 67,701 shares worth $5.61M. The position accounts for 1.56% of the portfolio, ranked #14.

Morling Financial Advisors first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Morling Financial Advisors held 67,701 shares of iShares Core MSCI Emerging Markets ETF worth $5.61M as of Q2 2026.
Morling Financial Advisors bought 931 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $74.2K.
iShares Core MSCI Emerging Markets ETF made up 1.56% of Morling Financial Advisors's portfolio in Q2 2026, its #14 holding.
Morling Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.