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Oxford Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Oxford Financial Group’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 		$17.5K Hold
251
– – ﹤0.01% 282
2025
Q4 		$16.9K Sell
251
-2,293
-90% -$154K ﹤0.01% 267
2025
Q3 		$168K Sell
2,544
-186
-7% -$11.6K 0.01% 225
2025
Q2 		$164K Buy
2,730
+186
+7% +$10.4K 0.01% 212
2025
Q1 		$137K Sell
2,544
-390
-13% -$21K 0.01% 217
2024
Q4 		$153K Sell
2,934
-1,098
-27% -$60.8K 0.01% 250
2024
Q3 		$231K Sell
4,032
-400
-9% -$21.7K 0.01% 224
2024
Q2 		$237K Sell
4,432
-286
-6% -$15.1K 0.02% 239
2024
Q1 		$243K Hold
4,718
– – 0.02% 206
2023
Q4 		$239K Hold
4,718
– – 0.02% 208
2023
Q3 		$225K Sell
4,718
-134
-3% -$6.63K 0.02% 201
2023
Q2 		$239K Sell
4,852
-445
-8% -$21.7K 0.02% 205
2023
Q1 		$258K Hold
5,297
– – 0.03% 166
2022
Q4 		$247K Sell
5,297
-2,163
-29% -$98.4K 0.03% 174
2022
Q3 		$321K Buy
7,460
+158
+2% +$7.57K 0.05% 130
2022
Q2 		$358K Buy
7,302
+2,540
+53% +$131K 0.05% 133
2022
Q1 		$265K Sell
4,762
-342
-7% -$19.8K 0.03% 167
2021
Q4 		$306K Buy
5,104
+2,132
+72% +$132K 0.03% 160
2021
Q3 		$184K Buy
2,972
+476
+19% +$30.3K 0.02% 182
2021
Q2 		$167K Buy
2,496
+332
+15% +$21.9K 0.02% 177
2021
Q1 		$139K Buy
2,164
+5
+0.2% +$329 0.02% 176
2020
Q4 		$134K Buy
2,159
+5
+0.2% +$288 0.02% 173
2020
Q3 		$114K Buy
2,154
+1,886
+704% +$98.9K 0.02% 162
2020
Q2 		$13K Sell
268
-17,909
-99% -$799K ﹤0.01% 183
2020
Q1 		$736K Sell
18,177
-104,060
-85% -$5.11M 0.15% 62
2019
Q4 		$6.57M Buy
122,237
+18,177
+17% +$937K 1.82% 12
2019
Q3 		$5.1M Hold
104,060
– – 1.61% 11
2019
Q2 		$5.35M Hold
104,060
– – 1.76% 11
2019
Q1 		$5.38M Buy
+104,060
New +$5.27M 1.92% 10

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxford Financial Group's IEMG Position: Q1 2026 in Review

Oxford Financial Group held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 251 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Oxford Financial Group first reported a position in IEMG in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.57M in Q4 2019. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Oxford Financial Group held 251 shares of iShares Core MSCI Emerging Markets ETF worth $17.5K as of Q1 2026.
  • Oxford Financial Group left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #282 holding.
  • Oxford Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 29 quarters since.
  • Oxford Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $6.57M in Q4 2019.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.