Richardson Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Richardson Financial Services’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	$2.37M	Sell	34,000 -2,146	-6%	-$155K	1.48%	14
2025 Q4	$2.41M	Sell	36,146 -2,973	-8%	-$199K	0.78%	14
2025 Q3	$2.58M	Sell	39,119 -98	-0.2%	-$6.11K	1.6%	14
2025 Q2	$2.36M	Sell	39,217 -1,769	-4%	-$98.7K	1.58%	13
2025 Q1	$2.21M	Sell	40,986 -678	-2%	-$36.5K	1.68%	10
2024 Q4	$2.18M	Sell	41,664 -230	-0.5%	-$12.7K	1.53%	11
2024 Q3	$2.25M	Buy	41,894 +835	+2%	+$45.2K	1.43%	13
2024 Q2	$2.2M	Buy	41,059 +351	+0.9%	+$18.5K	1.58%	12
2024 Q1	$2.1M	Buy	40,708 +3,632	+10%	+$182K	1.48%	11
2023 Q4	$1.88M	Buy	+37,076	New	+$1.8M	1.64%	10

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

Richardson Financial Services's IEMG Position: Q1 2026 in Review

Richardson Financial Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.9% in Q1 2026, selling an estimated $155K and leaving 34,000 shares worth $2.37M. The position accounts for 1.48% of the portfolio, ranked #14.

Richardson Financial Services first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.58M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Richardson Financial Services held 34,000 shares of iShares Core MSCI Emerging Markets ETF worth $2.37M as of Q1 2026.
Richardson Financial Services sold 2,146 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $155K.
iShares Core MSCI Emerging Markets ETF made up 1.48% of Richardson Financial Services's portfolio in Q1 2026, its #14 holding.
Richardson Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's iShares Core MSCI Emerging Markets ETF position peaked at $2.58M in Q3 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.