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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Root Financial Partners's IEMG Position: Q1 2026 in Review

Root Financial Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 105% in Q1 2026, buying an estimated $857K and bringing the position to 23,136 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #71.

Root Financial Partners first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Root Financial Partners held 23,136 shares of iShares Core MSCI Emerging Markets ETF worth $1.61M as of Q1 2026.
  • Root Financial Partners bought 11,868 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $857K.
  • iShares Core MSCI Emerging Markets ETF made up 0.07% of Root Financial Partners's portfolio in Q1 2026, its #71 holding.
  • Root Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.