Semmax Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Semmax Financial Advisors’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
2025 Q2	$934K	Buy	15,212 +8,107	+114%	+$452K	0.24%	98
2025 Q1	$395K	Buy	7,105 +3,134	+79%	+$169K	0.11%	114
2024 Q4	$217K	Buy	3,971 +720	+22%	+$39.9K	0.06%	121
2024 Q3	$177K	Sell	3,251 -2,173	-40%	-$118K	0.05%	124
2024 Q2	$290K	Buy	5,424 +3,182	+142%	+$168K	0.09%	114
2024 Q1	$120K	Sell	2,242 -1,029	-31%	-$51.5K	0.04%	126
2023 Q4	$161K	Buy	3,271 +2,345	+253%	+$114K	0.06%	112
2023 Q3	$44.5K	Buy	+926	New	+$45.8K	0.02%	125
2022 Q4	$34K	Hold	666	–	–	0.01%	131
2022 Q3	$30K	Hold	666	–	–	0.01%	131
2022 Q2	$33K	Hold	666	–	–	0.01%	127
2022 Q1	$37K	Hold	666	–	–	0.01%	141
2021 Q4	$40K	Hold	666	–	–	0.01%	143
2021 Q3	$41K	Hold	666	–	–	0.01%	135
2021 Q2	$45K	Sell	666 -339	-34%	-$22.3K	0.01%	127
2021 Q1	$65K	Buy	1,005 +270	+37%	+$17.8K	0.02%	116
2020 Q4	$46K	Hold	735	–	–	0.02%	124
2020 Q3	$39K	Hold	735	–	–	0.02%	121
2020 Q2	$35K	Hold	735	–	–	0.02%	120
2020 Q1	$30K	Sell	735 -85	-10%	-$4.17K	0.02%	122
2019 Q4	$44K	Sell	820 -198	-19%	-$10.2K	0.02%	118
2019 Q3	$50K	Hold	1,018	–	–	0.03%	114
2019 Q2	$52K	Sell	1,018 -3,502	-77%	-$179K	0.03%	117
2019 Q1	$234K	Sell	4,520 -1,281	-22%	-$64.9K	0.16%	120
2018 Q4	$274K	Buy	+5,801	New	+$280K	0.21%	92

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Semmax Financial Advisors's IEMG Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 114% in Q2 2025, buying an estimated $452K and bringing the position to 15,212 shares worth $934K. The position accounts for 0.24% of the portfolio, ranked #98.

Semmax Financial Advisors first reported a position in IEMG in Q4 2018 and has held it in 25 quarters since. 1,908 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

Semmax Financial Advisors held 15,212 shares of iShares Core MSCI Emerging Markets ETF worth $934K as of Q2 2025.
Semmax Financial Advisors bought 8,107 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $452K.
iShares Core MSCI Emerging Markets ETF made up 0.24% of Semmax Financial Advisors's portfolio in Q2 2025, its #98 holding.
Semmax Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 25 quarters since.
1,908 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.