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 Q3	$11.3M	Sell	139,000 -413	-0.3%	-$33.2K	3.37%	8
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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

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

Roth Financial Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.3% in Q3 2026, selling an estimated $33.2K and leaving 139,000 shares worth $11.3M. The position accounts for 3.37% of the portfolio, ranked #8.

Roth Financial Partners first reported a position in IEMG in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.5M in Q2 2026. 141 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Roth Financial Partners held 139,000 shares of iShares Core MSCI Emerging Markets ETF worth $11.3M as of Q3 2026.
Roth Financial Partners sold 413 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $33.2K.
iShares Core MSCI Emerging Markets ETF made up 3.37% of Roth Financial Partners's portfolio in Q3 2026, its #8 holding.
Roth Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 24 quarters since.
Roth Financial Partners's iShares Core MSCI Emerging Markets ETF position peaked at $11.5M in Q2 2026.
141 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.