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

Resurgent 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 Q1	$585K	Sell	8,382 -7,977	-49%	-$576K	0.21%	116
2025 Q4	$1.1M	Buy	16,359 +821	+5%	+$55.1K	0.55%	45
2025 Q3	$1.02M	Sell	15,538 -1,298	-8%	-$81K	0.5%	51
2025 Q2	$1.01M	Buy	16,836 +7,170	+74%	+$400K	0.55%	51
2025 Q1	$522K	Buy	9,666 +3,059	+46%	+$165K	0.31%	90
2024 Q4	$345K	Sell	6,607 -770	-10%	-$42.6K	0.2%	130
2024 Q3	$424K	Sell	7,377 -2,413	-25%	-$131K	0.25%	119
2024 Q2	$524K	Buy	9,790 +1,395	+17%	+$73.6K	0.33%	93
2024 Q1	$433K	Sell	8,395 -1,270	-13%	-$63.6K	0.23%	118
2023 Q4	$489K	Buy	9,665 +3,914	+68%	+$190K	0.3%	86
2023 Q3	$274K	Sell	5,751 -1,867	-25%	-$92.4K	0.19%	120
2023 Q2	$375K	Buy	7,618 +839	+12%	+$41K	0.25%	91
2023 Q1	$331K	Buy	6,779 +2,044	+43%	+$100K	0.22%	101
2022 Q4	$221K	Sell	4,735 -1,095	-19%	-$49.8K	0.12%	184
2022 Q3	$251K	Sell	5,830 -516	-8%	-$24.7K	0.17%	154
2022 Q2	$311K	Buy	6,346 +2,586	+69%	+$134K	0.2%	131
2022 Q1	$209K	Buy	+3,760	New	+$217K	0.13%	173

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resurgent Financial Advisors's IEMG Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 49% in Q1 2026, selling an estimated $576K and leaving 8,382 shares worth $585K. The position accounts for 0.21% of the portfolio, ranked #116.

Resurgent Financial Advisors first reported a position in IEMG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.1M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Resurgent Financial Advisors held 8,382 shares of iShares Core MSCI Emerging Markets ETF worth $585K as of Q1 2026.
Resurgent Financial Advisors sold 7,977 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $576K.
iShares Core MSCI Emerging Markets ETF made up 0.21% of Resurgent Financial Advisors's portfolio in Q1 2026, its #116 holding.
Resurgent Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 17 quarters since.
Resurgent Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.1M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.