Root Financial Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Root Financial Partners’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 Q3	$2.22M	Buy	27,361 +3,263	+14%	+$263K	0.07%	78
2026 Q2	$2M	Buy	24,098 +962	+4%	+$76.7K	0.08%	77
2026 Q1	$1.61M	Buy	23,136 +11,868	+105%	+$857K	0.07%	71
2025 Q4	$757K	Buy	11,268 +1,096	+11%	+$73.5K	0.04%	118
2025 Q3	$671K	Buy	10,172 +674	+7%	+$42K	0.04%	112
2025 Q2	$570K	Buy	9,498 +1,175	+14%	+$65.6K	0.06%	115
2025 Q1	$449K	Buy	8,323 +1,609	+24%	+$86.6K	0.05%	122
2024 Q4	$351K	Buy	+6,714	New	+$372K	0.04%	139

Other funds holding IEMG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Root Financial Partners's IEMG Position: Q3 2026 in Review

Root Financial Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 14% in Q3 2026, buying an estimated $263K and bringing the position to 27,361 shares worth $2.22M. The position accounts for 0.07% of the portfolio, ranked #78.

Root Financial Partners first reported a position in IEMG in Q4 2024 and has held it in 8 quarters since. 1,116 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Root Financial Partners held 27,361 shares of iShares Core MSCI Emerging Markets ETF worth $2.22M as of Q3 2026.
Root Financial Partners bought 3,263 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $263K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Root Financial Partners's portfolio in Q3 2026, its #78 holding.
Root Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
1,116 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.