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 Q2	$1.84M	Sell	22,259 -9,621	-30%	-$767K	0.28%	62
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sovereign Financial Group's IEMG Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 30% in Q2 2026, selling an estimated $767K and leaving 22,259 shares worth $1.84M. The position accounts for 0.28% of the portfolio, ranked #62.

Sovereign Financial Group first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q4 2025. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Sovereign Financial Group held 22,259 shares of iShares Core MSCI Emerging Markets ETF worth $1.84M as of Q2 2026.
Sovereign Financial Group sold 9,621 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $767K.
iShares Core MSCI Emerging Markets ETF made up 0.28% of Sovereign Financial Group's portfolio in Q2 2026, its #62 holding.
Sovereign Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
Sovereign Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $2.79M in Q4 2025.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.