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 Q2	$2.71M	Sell	32,678 -1,322	-4%	-$105K	1.54%	13
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Richardson Financial Services's IEMG Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.9% in Q2 2026, selling an estimated $105K and leaving 32,678 shares worth $2.71M. The position accounts for 1.54% of the portfolio, ranked #13.

Richardson Financial Services first reported a position in IEMG in Q4 2023 and has held it in 11 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Richardson Financial Services held 32,678 shares of iShares Core MSCI Emerging Markets ETF worth $2.71M as of Q2 2026.
Richardson Financial Services sold 1,322 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $105K.
iShares Core MSCI Emerging Markets ETF made up 1.54% of Richardson Financial Services's portfolio in Q2 2026, its #13 holding.
Richardson Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.