McCarley & Cook Financial Planners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$3.9M	Buy	48,032 +1,558	+3%	+$125K	2.96%	7
2026 Q2	$3.85M	Buy	46,474 +68	+0.1%	+$5.42K	2.99%	7
2026 Q1	$3.24M	Buy	46,406 +4,418	+11%	+$319K	2.8%	8
2025 Q4	$2.82M	Buy	+41,988	New	+$2.82M	2.55%	8

Other funds holding IEMG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

McCarley & Cook Financial Planners's IEMG Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.4% in Q3 2026, buying an estimated $125K and bringing the position to 48,032 shares worth $3.9M. The position accounts for 2.96% of the portfolio, ranked #7.

McCarley & Cook Financial Planners first reported a position in IEMG in Q4 2025 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

McCarley & Cook Financial Planners held 48,032 shares of iShares Core MSCI Emerging Markets ETF worth $3.9M as of Q3 2026.
McCarley & Cook Financial Planners bought 1,558 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $125K.
iShares Core MSCI Emerging Markets ETF made up 2.96% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #7 holding.
McCarley & Cook Financial Planners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
773 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.