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

Rational 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
2025 Q4	–	Sell	-109,392	Closed	-$7.21M	–	198
2025 Q3	$7.21M	Buy	+109,392	New	+$6.82M	0.72%	30
2021 Q2	–	Sell	-79,208	Closed	-$5.1M	–	161
2021 Q1	$5.1M	Sell	79,208 -84,595	-52%	-$5.57M	0.94%	21
2020 Q4	$10.2M	Buy	163,803 +163,774	+564,738%	+$9.44M	2.73%	11
2020 Q3	$2K	Buy	+29	New	+$1.52K	﹤0.01%	475

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Rational Advisors's IEMG Position: Q4 2025 in Review

Rational Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2025, closing a stake of 109,392 shares — an estimated $7.21M sold.

Rational Advisors first reported a position in IEMG in Q3 2020 and held it in 4 quarters. The position peaked at $10.2M in Q4 2020. 2,222 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

Rational Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
Rational Advisors sold 109,392 iShares Core MSCI Emerging Markets ETF shares in Q4 2025, an estimated $7.21M.
Rational Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and held it in 4 quarters.
Rational Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $10.2M in Q4 2020.
2,222 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on Rational Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.