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

Roth 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
Q2 		$11.5M Sell
139,413
-336
-0.2% -$26.8K 3.43% 9
2026
Q1 		$9.74M Buy
139,749
+762
+0.5% +$55K 3.32% 10
2025
Q4 		$9.34M Sell
138,987
-2,680
-2% -$180K 3.08% 10
2025
Q3 		$9.34M Sell
141,667
-538
-0.4% -$33.6K 3.15% 10
2025
Q2 		$8.54M Buy
142,205
+3,904
+3% +$218K 3.08% 10
2025
Q1 		$7.46M Buy
138,301
+4,042
+3% +$218K 2.95% 10
2024
Q4 		$7.01M Buy
134,259
+5,314
+4% +$294K 2.79% 10
2024
Q3 		$7.41M Buy
128,945
+8,904
+7% +$482K 2.96% 10
2024
Q2 		$6.43M Buy
120,041
+18,717
+18% +$987K 2.77% 10
2024
Q1 		$5.23M Buy
101,324
+39,459
+64% +$1.98M 2.32% 10
2023
Q4 		$3.13M Buy
61,865
+34,873
+129% +$1.69M 1.6% 11
2023
Q3 		$1.28M Sell
26,992
-6,663
-20% -$330K 0.8% 13
2023
Q2 		$1.66M Sell
33,655
-290
-0.9% -$14.2K 1.04% 12
2023
Q1 		$1.66M Sell
33,945
-217
-0.6% -$10.6K 1.1% 12
2022
Q4 		$1.6M Buy
34,162
+377
+1% +$17.1K 1.15% 11
2022
Q3 		$1.45M Sell
33,785
-59
-0.2% -$2.83K 1.17% 11
2022
Q2 		$1.66M Buy
33,844
+15,172
+81% +$784K 1.33% 11
2022
Q1 		$1.04M Buy
18,672
+7,978
+75% +$461K 0.75% 12
2021
Q4 		$640K Sell
10,694
-297
-3% -$18.3K 0.46% 12
2021
Q3 		$679K Buy
10,991
+265
+2% +$16.9K 0.53% 12
2021
Q2 		$719K Buy
10,726
+1,704
+19% +$112K 0.55% 12
2021
Q1 		$581K Buy
9,022
+212
+2% +$13.9K 0.48% 12
2020
Q4 		$547K Buy
+8,810
New +$508K 0.54% 11

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Roth Financial Partners's IEMG Position: Q2 2026 in Review

Roth Financial Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.24% in Q2 2026, selling an estimated $26.8K and leaving 139,413 shares worth $11.5M. The position accounts for 3.43% of the portfolio, ranked #9.

Roth Financial Partners first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Roth Financial Partners held 139,413 shares of iShares Core MSCI Emerging Markets ETF worth $11.5M as of Q2 2026.
  • Roth Financial Partners sold 336 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $26.8K.
  • iShares Core MSCI Emerging Markets ETF made up 3.43% of Roth Financial Partners's portfolio in Q2 2026, its #9 holding.
  • Roth Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.