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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
Q2 		$351K Sell
4,233
-1,431
-25% -$114K 0.14% 73
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

My Personal CFO LLC's IEMG Position: Q2 2026 in Review

My Personal CFO LLC reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q2 2026, selling an estimated $114K and leaving 4,233 shares worth $351K. The position accounts for 0.14% of the portfolio, ranked #73.

My Personal CFO LLC first reported a position in IEMG in Q4 2021 and has held it in 17 quarters since. The position peaked at $395K in Q1 2026. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • My Personal CFO LLC held 4,233 shares of iShares Core MSCI Emerging Markets ETF worth $351K as of Q2 2026.
  • My Personal CFO LLC sold 1,431 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $114K.
  • iShares Core MSCI Emerging Markets ETF made up 0.14% of My Personal CFO LLC's portfolio in Q2 2026, its #73 holding.
  • My Personal CFO LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 17 quarters since.
  • My Personal CFO LLC's iShares Core MSCI Emerging Markets ETF position peaked at $395K in Q1 2026.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.