Pettinga Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Pettinga Financial Advisors’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	–	Sell	-13,284	Closed	-$927K	–	158
2026 Q1	$927K	Sell	13,284 -5,695	-30%	-$411K	0.17%	71
2025 Q4	$1.28M	Sell	18,979 -2,224	-10%	-$149K	0.24%	65
2025 Q3	$1.4M	Sell	21,203 -1	-0%	-$62	0.27%	56
2025 Q2	$1.27M	Sell	21,204 -126,477	-86%	-$7.06M	0.28%	54
2025 Q1	$7.97M	Buy	147,681 +82,171	+125%	+$4.42M	1.87%	15
2024 Q4	$3.42M	Buy	+65,510	New	+$3.63M	0.77%	33
2019 Q3	–	Sell	-6,418	Closed	-$330K	–	92
2019 Q2	$330K	Buy	6,418 +2,460	+62%	+$126K	0.17%	72
2019 Q1	$205K	Buy	+3,958	New	+$200K	0.11%	88

Other funds holding IEMG

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return