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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morling Financial Advisors's IEMG Position: Q1 2026 in Review

Morling Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.6% in Q1 2026, selling an estimated $231K and leaving 66,770 shares worth $4.66M. The position accounts for 1.43% of the portfolio, ranked #14.

Morling Financial Advisors first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.7M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Morling Financial Advisors held 66,770 shares of iShares Core MSCI Emerging Markets ETF worth $4.66M as of Q1 2026.
  • Morling Financial Advisors sold 3,196 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $231K.
  • iShares Core MSCI Emerging Markets ETF made up 1.43% of Morling Financial Advisors's portfolio in Q1 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 18 quarters since.
  • Morling Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $4.7M in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.