Northeast Financial Consultants’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Northeast Financial Consultants’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
2025 Q2	$1.26M	Hold	21,006	–	–	0.05%	141
2025 Q1	$1.13M	Sell	21,006 -141	-0.7%	-$7.59K	0.05%	143
2024 Q4	$1.1M	Buy	21,147 +141	+0.7%	+$7.81K	0.05%	144
2024 Q3	$1.21M	Buy	21,006 +12,482	+146%	+$676K	0.05%	145
2024 Q2	$456K	Hold	8,524	–	–	0.02%	198
2024 Q1	$440K	Hold	8,524	–	–	0.02%	208
2023 Q4	$431K	Sell	8,524 -2,478	-23%	-$120K	0.02%	196
2023 Q3	$524K	Hold	11,002	–	–	0.03%	175
2023 Q2	$542K	Hold	11,002	–	–	0.03%	175
2023 Q1	$537K	Sell	11,002 -187	-2%	-$9.17K	0.03%	180
2022 Q4	$523K	Sell	11,189 -13	-0.1%	-$591	0.04%	181
2022 Q3	$481K	Sell	11,202 -977	-8%	-$46.8K	0.04%	195
2022 Q2	$598K	Sell	12,179 -272	-2%	-$14.1K	0.04%	172
2022 Q1	$692K	Sell	12,451 -950	-7%	-$54.9K	0.04%	190
2021 Q4	$802K	Buy	13,401 +6,444	+93%	+$398K	0.05%	176
2021 Q3	$430K	Sell	6,957 -8,236	-54%	-$524K	0.03%	239
2021 Q2	$1.02M	Buy	15,193 +10,329	+212%	+$681K	0.07%	157
2021 Q1	$313K	Buy	4,864 +187	+4%	+$12.3K	0.02%	272
2020 Q4	$290K	Hold	4,677	–	–	0.02%	262
2020 Q3	$247K	Buy	+4,677	New	+$245K	0.02%	255

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northeast Financial Consultants's IEMG Position: Q2 2025 in Review

Northeast Financial Consultants held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2025 at 21,006 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #141.

Northeast Financial Consultants first reported a position in IEMG in Q3 2020 and has held it in 20 quarters since. 1,903 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

Northeast Financial Consultants held 21,006 shares of iShares Core MSCI Emerging Markets ETF worth $1.26M as of Q2 2025.
Northeast Financial Consultants left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2025.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Northeast Financial Consultants's portfolio in Q2 2025, its #141 holding.
Northeast Financial Consultants first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and has held it in 20 quarters since.
1,903 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.