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Phillips Financial Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Phillips Financial Management’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 		$557K Sell
7,982
-2,471
-24% -$178K 0.04% 139
2025
Q4 		$703K Sell
10,453
-392
-4% -$26.3K 0.05% 126
2025
Q3 		$715K Sell
10,845
-1,673
-13% -$104K 0.05% 132
2025
Q2 		$752K Buy
12,518
+1,634
+15% +$91.2K 0.05% 121
2025
Q1 		$587K Sell
10,884
-55
-0.5% -$2.96K 0.05% 132
2024
Q4 		$571K Buy
10,939
+13
+0.1% +$720 0.04% 128
2024
Q3 		$627K Sell
10,926
-185
-2% -$10K 0.05% 126
2024
Q2 		$595K Sell
11,111
-81
-0.7% -$4.27K 0.05% 127
2024
Q1 		$577K Sell
11,192
-26
-0.2% -$1.3K 0.05% 128
2023
Q4 		$567K Sell
11,218
-161
-1% -$7.8K 0.05% 127
2023
Q3 		$542K Sell
11,379
-41
-0.4% -$2.03K 0.05% 126
2023
Q2 		$563K Sell
11,420
-500
-4% -$24.4K 0.05% 126
2023
Q1 		$582K Sell
11,920
-344
-3% -$16.9K 0.06% 121
2022
Q4 		$573K Sell
12,264
-6,856
-36% -$312K 0.06% 108
2022
Q3 		$822K Sell
19,120
-200
-1% -$9.59K 0.09% 95
2022
Q2 		$948K Sell
19,320
-7,872
-29% -$407K 0.1% 82
2022
Q1 		$1.51M Buy
27,192
+9,968
+58% +$576K 0.14% 71
2021
Q4 		$1.03M Buy
17,224
+505
+3% +$31.2K 0.1% 73
2021
Q3 		$1.03M Buy
16,719
+56
+0.3% +$3.56K 0.11% 73
2021
Q2 		$1.12M Buy
16,663
+46
+0.3% +$3.03K 0.12% 73
2021
Q1 		$1.07M Sell
16,617
-140
-0.8% -$9.21K 0.13% 71
2020
Q4 		$1.04M Sell
16,757
-126
-0.7% -$7.26K 0.14% 72
2020
Q3 		$891K Buy
16,883
+785
+5% +$41.2K 0.14% 70
2020
Q2 		$766K Buy
16,098
+2,263
+16% +$101K 0.13% 72
2020
Q1 		$537K Buy
+13,835
New +$679K 0.11% 73

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

Phillips Financial Management's IEMG Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 24% in Q1 2026, selling an estimated $178K and leaving 7,982 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #139.

Phillips Financial Management first reported a position in IEMG in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.51M in Q1 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Phillips Financial Management held 7,982 shares of iShares Core MSCI Emerging Markets ETF worth $557K as of Q1 2026.
  • Phillips Financial Management sold 2,471 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $178K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of Phillips Financial Management's portfolio in Q1 2026, its #139 holding.
  • Phillips Financial Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 25 quarters since.
  • Phillips Financial Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.51M in Q1 2022.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.