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My Personal CFO LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

My Personal CFO LLC’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 		$395K Hold
5,664
– – 0.17% 66
2025
Q4 		$381K Buy
+5,664
New +$380K 0.16% 70
2025
Q3 		– Sell
-5,682
Closed -$341K – 125
2025
Q2 		$341K Buy
5,682
+14
+0.2% +$781 0.16% 71
2025
Q1 		$306K Hold
5,668
– – 0.15% 73
2024
Q4 		$296K Buy
5,668
+25
+0.4% +$1.38K 0.15% 75
2024
Q3 		$324K Sell
5,643
-288
-5% -$15.6K 0.18% 71
2024
Q2 		$318K Sell
5,931
-915
-13% -$48.2K 0.17% 82
2024
Q1 		$353K Hold
6,846
– – 0.2% 72
2023
Q4 		$346K Buy
6,846
+1,972
+40% +$95.5K 0.23% 73
2023
Q3 		$232K Sell
4,874
-216
-4% -$10.7K 0.19% 77
2023
Q2 		$251K Buy
5,090
+216
+4% +$10.6K 0.2% 75
2023
Q1 		$238K Buy
4,874
+2,693
+123% +$132K 0.2% 67
2022
Q4 		$213K Buy
+2,181
New +$99.2K 0.2% 65
2022
Q3 		– Sell
-4,558
Closed -$224K – 62
2022
Q2 		$224K Buy
4,558
+288
+7% +$14.9K 0.29% 53
2022
Q1 		$237K Sell
4,270
-288
-6% -$16.6K 0.25% 54
2021
Q4 		$273K Buy
+4,558
New +$281K 0.24% 51

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

My Personal CFO LLC's IEMG Position: Q1 2026 in Review

My Personal CFO LLC held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 5,664 shares worth $395K. The position accounts for 0.17% of the portfolio, ranked #66.

My Personal CFO LLC first reported a position in IEMG in Q4 2021 and has held it in 16 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • My Personal CFO LLC held 5,664 shares of iShares Core MSCI Emerging Markets ETF worth $395K as of Q1 2026.
  • My Personal CFO LLC left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.17% of My Personal CFO LLC's portfolio in Q1 2026, its #66 holding.
  • My Personal CFO LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.