Stephens Consulting’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Stephens Consulting’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 Q4	$10.6K	Hold	157	–	–	﹤0.01%	237
2025 Q3	$10.3K	Sell	157 -2,117	-93%	-$132K	﹤0.01%	222
2025 Q2	$137K	Hold	2,274	–	–	0.03%	124
2025 Q1	$123K	Buy	2,274 +55	+2%	+$2.96K	0.03%	126
2024 Q4	$116K	Hold	2,219	–	–	0.03%	133
2024 Q3	$127K	Hold	2,219	–	–	0.03%	126
2024 Q2	$119K	Hold	2,219	–	–	0.03%	121
2024 Q1	$115K	Hold	2,219	–	–	0.04%	117
2023 Q4	$112K	Hold	2,219	–	–	0.04%	113
2023 Q3	$106K	Sell	2,219 -29	-1%	-$1.44K	0.04%	110
2023 Q2	$111K	Hold	2,248	–	–	0.04%	101
2023 Q1	$110K	Buy	2,248 +29	+1%	+$1.42K	0.07%	105
2022 Q4	$104K	Buy	2,219 +1,113	+101%	+$50.6K	0.07%	105
2022 Q3	$47.6K	Hold	1,106	–	–	0.04%	177
2022 Q2	$54.3K	Buy	1,106 +1	+0.1%	+$52	0.04%	166
2022 Q1	$61.4K	Sell	1,105 -2,131	-66%	-$123K	0.05%	170
2021 Q4	$194K	Buy	+3,236	New	+$200K	0.16%	100

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Stephens Consulting's IEMG Position: Q4 2025 in Review

Stephens Consulting held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q4 2025 at 157 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Stephens Consulting first reported a position in IEMG in Q4 2021 and has held it in 17 quarters since. The position peaked at $194K in Q4 2021. 2,220 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

Stephens Consulting held 157 shares of iShares Core MSCI Emerging Markets ETF worth $10.6K as of Q4 2025.
Stephens Consulting left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q4 2025.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #237 holding.
Stephens Consulting first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's iShares Core MSCI Emerging Markets ETF position peaked at $194K in Q4 2021.
2,220 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.