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

Strategic Financial Services’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	$1.02M	Buy	14,608 +7,268	+99%	+$525K	0.05%	73
2025 Q4	$541K	Sell	7,340 -325	-4%	-$21.8K	0.02%	94
2025 Q3	$505K	Sell	7,665 -722	-9%	-$45K	0.03%	91
2025 Q2	$503K	Sell	8,387 -802	-9%	-$44.8K	0.03%	89
2025 Q1	$496K	Hold	9,189	–	–	0.03%	88
2024 Q4	$480K	Sell	9,189 -64	-0.7%	-$3.54K	0.03%	95
2024 Q3	$531K	Sell	9,253 -295	-3%	-$16K	0.03%	89
2024 Q2	$511K	Buy	9,548 +171	+2%	+$9.02K	0.03%	85
2024 Q1	$484K	Buy	9,377 +887	+10%	+$44.4K	0.03%	83
2023 Q4	$429K	Sell	8,490 -570	-6%	-$27.6K	0.03%	92
2023 Q3	$431K	Sell	9,060 -20	-0.2%	-$990	0.03%	90
2023 Q2	$454K	Hold	9,080	–	–	0.03%	93
2023 Q1	$443K	Hold	9,080	–	–	0.03%	90
2022 Q4	$424K	Hold	9,080	–	–	0.03%	90
2022 Q3	$390K	Hold	9,080	–	–	0.03%	93
2022 Q2	$445K	Sell	9,080 -5,813	-39%	-$300K	0.04%	93
2022 Q1	$827K	Buy	14,893 +1,098	+8%	+$63.4K	0.06%	80
2021 Q4	$826K	Buy	13,795 +4,715	+52%	+$291K	0.06%	81
2021 Q3	$561K	Sell	9,080 -1,299	-13%	-$82.7K	0.04%	88
2021 Q2	$695K	Buy	10,379 +201	+2%	+$13.2K	0.06%	87
2021 Q1	$655K	Hold	10,178	–	–	0.06%	88
2020 Q4	$631K	Sell	10,178 -490	-5%	-$28.2K	0.06%	87
2020 Q3	$563K	Buy	10,668 +583	+6%	+$30.6K	0.06%	85
2020 Q2	$480K	Sell	10,085 -980	-9%	-$43.7K	0.05%	88
2020 Q1	$448K	Sell	11,065 -248,853	-96%	-$12.2M	0.06%	90
2019 Q4	$14M	Sell	259,918 -9,351	-3%	-$482K	1.61%	15
2019 Q3	$13.2M	Sell	269,269 -12,060	-4%	-$598K	1.69%	13
2019 Q2	$14.5M	Sell	281,329 -11,765	-4%	-$601K	1.91%	11
2019 Q1	$15.2M	Sell	293,094 -13,033	-4%	-$660K	2.1%	12
2018 Q4	$14.4M	Sell	306,127 -429,990	-58%	-$20.8M	2.26%	11
2018 Q3	$38.1M	Buy	736,117 +1,135	+0.2%	+$59.2K	5.68%	3
2018 Q2	$38.6M	Buy	734,982 +15,931	+2%	+$893K	5.95%	3
2018 Q1	$42M	Buy	719,051 +1,307	+0.2%	+$77.3K	6.83%	2
2017 Q4	$40.8M	Buy	717,744 +7,463	+1%	+$417K	6.46%	2
2017 Q3	$38.4M	Buy	710,281 +2,583	+0.4%	+$137K	6.34%	2
2017 Q2	$35.4M	Buy	707,698 +10,081	+1%	+$497K	6.19%	2
2017 Q1	$33.3M	Buy	697,617 +10,718	+2%	+$494K	6.06%	2
2016 Q4	$29.2M	Buy	686,899 +7,255	+1%	+$318K	5.6%	2
2016 Q3	$31M	Sell	679,644 -5,859	-0.9%	-$260K	6.16%	2
2016 Q2	$30.1M	Sell	685,503 -5,074	-0.7%	-$208K	6.05%	2
2016 Q1	$28.7M	Buy	690,577 +28,539	+4%	+$1.08M	6.68%	2
2015 Q4	$26.1M	Buy	662,038 +348,193	+111%	+$14.5M	6.85%	2
2015 Q3	$12.5M	Sell	313,845 -232,310	-43%	-$9.95M	3.47%	3
2015 Q2	$26.2M	Buy	+546,155	New	+$27.6M	7.36%	2

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

Strategic Financial Services's IEMG Position: Q1 2026 in Review

Strategic Financial Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 99% in Q1 2026, buying an estimated $525K and bringing the position to 14,608 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #73.

Strategic Financial Services first reported a position in IEMG in Q2 2015 and has held it in 44 quarters since. The position peaked at $42M in Q1 2018. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Strategic Financial Services held 14,608 shares of iShares Core MSCI Emerging Markets ETF worth $1.02M as of Q1 2026.
Strategic Financial Services bought 7,268 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $525K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Strategic Financial Services's portfolio in Q1 2026, its #73 holding.
Strategic Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and has held it in 44 quarters since.
Strategic Financial Services's iShares Core MSCI Emerging Markets ETF position peaked at $42M in Q1 2018.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.