Strategic Financial Concepts’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Strategic Financial Concepts’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	–	Sell	-13,327	Closed	-$879K	–	195
2025 Q3	$879K	Sell	13,327 -720	-5%	-$44.9K	0.13%	90
2025 Q2	$843K	Buy	+14,047	New	+$784K	0.12%	99
2024 Q3	–	Sell	-136,055	Closed	-$72.4K	–	454
2024 Q2	$72.4K	Buy	+136,055	New	+$7.17M	0.04%	207
2023 Q2	–	Sell	-4,289	Closed	-$209K	–	260
2023 Q1	$209K	Buy	+4,289	New	+$210K	0.08%	211

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Strategic Financial Concepts's IEMG Position: Q4 2025 in Review

Strategic Financial Concepts sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2025, closing a stake of 13,327 shares — an estimated $879K sold.

Strategic Financial Concepts first reported a position in IEMG in Q1 2023 and held it in 4 quarters. The position peaked at $879K in Q3 2025. 2,225 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

Strategic Financial Concepts reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
Strategic Financial Concepts sold 13,327 iShares Core MSCI Emerging Markets ETF shares in Q4 2025, an estimated $879K.
Strategic Financial Concepts first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and held it in 4 quarters.
Strategic Financial Concepts's iShares Core MSCI Emerging Markets ETF position peaked at $879K in Q3 2025.
2,225 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.