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

Shepherd 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 Q1	$37.6M	Sell	538,869 -43,959	-8%	-$3.17M	3.57%	8
2025 Q4	$39.2M	Buy	582,828 +82,891	+17%	+$5.56M	3.63%	7
2025 Q3	$33M	Buy	499,937 +178,021	+55%	+$11.1M	3.14%	8
2025 Q2	$19.3M	Sell	321,916 -2,502	-0.8%	-$140K	2.04%	12
2025 Q1	$17.5M	Sell	324,418 -132,201	-29%	-$7.12M	2.05%	11
2024 Q4	$23.8M	Buy	456,619 +4,566	+1%	+$253K	2.85%	8
2024 Q3	$26M	Buy	452,053 +4,554	+1%	+$247K	3.12%	8
2024 Q2	$24M	Buy	447,499 +5,801	+1%	+$306K	3.09%	8
2024 Q1	$22.8M	Buy	441,698 +7,865	+2%	+$394K	2.98%	7
2023 Q4	$21.9M	Buy	433,833 +15,566	+4%	+$754K	3.12%	8
2023 Q3	$19.9M	Buy	418,267 +6,622	+2%	+$328K	3.12%	7
2023 Q2	$20.3M	Sell	411,645 -4,441	-1%	-$217K	3.15%	7
2023 Q1	$20.3M	Buy	416,086 +8,421	+2%	+$413K	3.39%	7
2022 Q4	$19M	Buy	407,665 +50,072	+14%	+$2.28M	3.45%	6
2022 Q3	$15.4M	Buy	357,593 +329,754	+1,185%	+$15.8M	3%	7
2022 Q2	$1.37M	Sell	27,839 -34,246	-55%	-$1.77M	0.27%	63
2022 Q1	$3.45M	Buy	62,085 +27,338	+79%	+$1.58M	0.62%	23
2021 Q4	$2.08M	Buy	34,747 +11,051	+47%	+$682K	0.36%	55
2021 Q3	$1.46M	Buy	23,696 +5,922	+33%	+$377K	0.28%	71
2021 Q2	$1.19M	Buy	17,774 +11,263	+173%	+$742K	0.23%	83
2021 Q1	$419K	Buy	+6,511	New	+$428K	0.09%	117
2020 Q2	–	Sell	-5,401	Closed	-$218K	–	127
2020 Q1	$218K	Sell	5,401 -26,181	-83%	-$1.29M	0.08%	113
2019 Q4	$1.7M	Buy	31,582 +2,802	+10%	+$144K	0.39%	46
2019 Q3	$1.41M	Buy	28,780 +1,320	+5%	+$65.5K	0.35%	51
2019 Q2	$1.41M	Sell	27,460 -617	-2%	-$31.5K	0.27%	53
2019 Q1	$1.45M	Buy	28,077 +12,045	+75%	+$610K	0.28%	51
2018 Q4	$756K	Sell	16,032 -40,533	-72%	-$1.96M	0.16%	66
2018 Q3	$2.97M	Hold	56,565	–	–	0.67%	24
2018 Q2	$2.94M	Buy	56,565 +3,449	+6%	+$193K	0.66%	24
2018 Q1	$3.1M	Buy	+53,116	New	+$3.14M	0.76%	22

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Shepherd Financial Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.5% in Q1 2026, selling an estimated $3.17M and leaving 538,869 shares worth $37.6M. The position accounts for 3.57% of the portfolio, ranked #8.

Shepherd Financial Partners first reported a position in IEMG in Q1 2018 and has held it in 30 quarters since. The position peaked at $39.2M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Shepherd Financial Partners held 538,869 shares of iShares Core MSCI Emerging Markets ETF worth $37.6M as of Q1 2026.
Shepherd Financial Partners sold 43,959 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.17M.
iShares Core MSCI Emerging Markets ETF made up 3.57% of Shepherd Financial Partners's portfolio in Q1 2026, its #8 holding.
Shepherd Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 30 quarters since.
Shepherd Financial Partners's iShares Core MSCI Emerging Markets ETF position peaked at $39.2M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.