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 Q2	$3.65M	Buy	44,065 +16	+0%	+$1.27K	0.17%	89
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	0.16%	95
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OneAscent Financial Services's IEMG Position: Q2 2026 in Review

OneAscent Financial Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.04% in Q2 2026, buying an estimated $1.27K and bringing the position to 44,065 shares worth $3.65M. 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 11 quarters since. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

OneAscent Financial Services held 44,065 shares of iShares Core MSCI Emerging Markets ETF worth $3.65M as of Q2 2026.
OneAscent Financial Services bought 16 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.27K.
iShares Core MSCI Emerging Markets ETF made up 0.17% of OneAscent Financial Services's portfolio in Q2 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 11 quarters since.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.