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Morris Financial Concepts’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Morris Financial Concepts’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 		$1.73M Buy
24,828
+1,779
+8% +$128K 0.59% 30
2025
Q4 		$1.55M Buy
23,049
+123
+0.5% +$8.25K 0.54% 34
2025
Q3 		$1.51M Buy
22,926
+1,042
+5% +$65K 0.55% 35
2025
Q2 		$1.31M Buy
21,884
+667
+3% +$37.2K 0.52% 35
2025
Q1 		$1.15M Buy
21,217
+1,495
+8% +$80.5K 0.48% 36
2024
Q4 		$1.03M Buy
19,722
+144
+0.7% +$7.97K 0.44% 39
2024
Q3 		$1.12M Buy
19,578
+5,472
+39% +$296K 0.48% 39
2024
Q2 		$755K Buy
14,106
+7,817
+124% +$412K 0.36% 45
2024
Q1 		$325K Buy
+6,289
New +$315K 0.17% 73

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

Morris Financial Concepts's IEMG Position: Q1 2026 in Review

Morris Financial Concepts increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.7% in Q1 2026, buying an estimated $128K and bringing the position to 24,828 shares worth $1.73M. The position accounts for 0.59% of the portfolio, ranked #30.

Morris Financial Concepts first reported a position in IEMG in Q1 2024 and has held it in 9 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Morris Financial Concepts held 24,828 shares of iShares Core MSCI Emerging Markets ETF worth $1.73M as of Q1 2026.
  • Morris Financial Concepts bought 1,779 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $128K.
  • iShares Core MSCI Emerging Markets ETF made up 0.59% of Morris Financial Concepts's portfolio in Q1 2026, its #30 holding.
  • Morris Financial Concepts first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.