Sovereign Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sovereign Financial Group’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	$2.22M	Sell	31,880 -9,611	-23%	-$694K	0.39%	42
2025 Q4	$2.79M	Buy	41,491 +5,751	+16%	+$386K	0.48%	34
2025 Q3	$2.36M	Buy	35,740 +14,815	+71%	+$924K	0.44%	36
2025 Q2	$1.26M	Buy	20,925 +380	+2%	+$21.2K	0.26%	72
2025 Q1	$1.11M	Buy	20,545 +5,188	+34%	+$279K	0.26%	76
2024 Q4	$802K	Sell	15,357 -209	-1%	-$11.6K	0.18%	111
2024 Q3	$894K	Sell	15,566 -9,334	-37%	-$505K	0.21%	94
2024 Q2	$1.33M	Buy	24,900 +6,207	+33%	+$327K	0.33%	61
2024 Q1	$965K	Sell	18,693 -5,257	-22%	-$263K	0.26%	79
2023 Q4	$1.21M	Sell	23,950 -2,171	-8%	-$105K	0.37%	54
2023 Q3	$1.24M	Sell	26,121 -9,025	-26%	-$447K	0.44%	45
2023 Q2	$1.73M	Buy	35,146 +8,035	+30%	+$392K	0.56%	38
2023 Q1	$1.32M	Buy	27,111 +18,245	+206%	+$895K	0.49%	54
2022 Q4	$414K	Sell	8,866 -1,630	-16%	-$74.1K	0.16%	140
2022 Q3	$451K	Sell	10,496 -1,372	-12%	-$65.8K	0.18%	111
2022 Q2	$582K	Sell	11,868 -298	-2%	-$15.4K	0.23%	97
2022 Q1	$676K	Sell	12,166 -255	-2%	-$14.7K	0.25%	97
2021 Q4	$744K	Buy	+12,421	New	+$766K	0.3%	86

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

Sovereign Financial Group's IEMG Position: Q1 2026 in Review

Sovereign Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 23% in Q1 2026, selling an estimated $694K and leaving 31,880 shares worth $2.22M. The position accounts for 0.39% of the portfolio, ranked #42.

Sovereign Financial Group first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.79M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Sovereign Financial Group held 31,880 shares of iShares Core MSCI Emerging Markets ETF worth $2.22M as of Q1 2026.
Sovereign Financial Group sold 9,611 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $694K.
iShares Core MSCI Emerging Markets ETF made up 0.39% of Sovereign Financial Group's portfolio in Q1 2026, its #42 holding.
Sovereign Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
Sovereign Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $2.79M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.