OneAscent Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

OneAscent Financial Services’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	$3.07M	Buy	44,049 +3,184	+8%	+$230K	0.17%	89
2025 Q4	$2.75M	Buy	40,865 +3,328	+9%	+$223K	0.25%	65
2025 Q3	$2.47M	Sell	37,537 -413	-1%	-$25.8K	0.3%	64
2025 Q2	$2.28M	Buy	37,950 +17,742	+88%	+$990K	0.16%	92
2025 Q1	$1.09M	Sell	20,208 -2,700	-12%	-$145K	0.07%	185
2024 Q4	$1.2M	Buy	+22,908	New	+$1.27M	0.1%	132
2024 Q3	–	Sell	-22,747	Closed	-$1.22M	–	258
2024 Q2	$1.22M	Sell	22,747 -1,021	-4%	-$53.8K	0.17%	79
2024 Q1	$1.23M	Buy	23,768 +2,685	+13%	+$134K	0.14%	105
2023 Q4	$1.07M	Sell	21,083 -170	-0.8%	-$8.23K	0.13%	106
2023 Q3	$1.01M	Buy	+21,253	New	+$1.05M	0.26%	69

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

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneAscent Financial Services's IEMG Position: Q1 2026 in Review

OneAscent Financial Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.8% in Q1 2026, buying an estimated $230K and bringing the position to 44,049 shares worth $3.07M. The position accounts for 0.17% of the portfolio, ranked #89.

OneAscent Financial Services first reported a position in IEMG in Q3 2023 and has held it in 10 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

OneAscent Financial Services held 44,049 shares of iShares Core MSCI Emerging Markets ETF worth $3.07M as of Q1 2026.
OneAscent Financial Services bought 3,184 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $230K.
iShares Core MSCI Emerging Markets ETF made up 0.17% of OneAscent Financial Services's portfolio in Q1 2026, its #89 holding.
OneAscent Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 10 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.