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

Summit Financial’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	$27.9M	Buy	399,985 +151,157	+61%	+$10.9M	0.36%	54
2025 Q4	$16.7M	Sell	248,828 -11,624	-4%	-$780K	0.25%	77
2025 Q3	$17.2M	Buy	260,452 +7,309	+3%	+$456K	0.26%	73
2025 Q2	$15.2M	Buy	253,143 +51,613	+26%	+$2.88M	0.34%	54
2025 Q1	$10.9M	Sell	201,530 -26,894	-12%	-$1.45M	0.3%	63
2024 Q4	$11.9M	Buy	228,424 +685	+0.3%	+$37.9K	0.42%	43
2024 Q3	$13.1M	Buy	227,739 +20,321	+10%	+$1.1M	0.51%	35
2024 Q2	$11.1M	Buy	207,418 +186,824	+907%	+$9.85M	0.51%	32
2024 Q1	$1.06M	Sell	20,594 -25,457	-55%	-$1.27M	0.06%	179
2023 Q4	$2.33M	Sell	46,051 -505	-1%	-$24.5K	0.15%	91
2023 Q3	$2.22M	Sell	46,556 -1,946	-4%	-$96.3K	0.16%	82
2023 Q2	$2.39M	Buy	48,502 +1,023	+2%	+$50K	0.17%	76
2023 Q1	$2.32M	Sell	47,479 -441	-0.9%	-$21.6K	0.2%	52
2022 Q4	$2.24M	Sell	47,920 -14,125	-23%	-$642K	0.21%	51
2022 Q3	$2.67M	Buy	62,045 +6,501	+12%	+$312K	0.25%	46
2022 Q2	$2.72M	Sell	55,544 -329	-0.6%	-$17K	0.26%	43
2022 Q1	$3.1M	Buy	55,873 +707	+1%	+$40.9K	0.24%	44
2021 Q4	$3.3M	Sell	55,166 -15,369	-22%	-$948K	0.25%	38
2021 Q3	$4.36M	Buy	70,535 +17,010	+32%	+$1.08M	0.37%	28
2021 Q2	$3.59M	Buy	53,525 +25,918	+94%	+$1.71M	0.36%	26
2021 Q1	$1.78M	Sell	27,607 -3,934	-12%	-$259K	0.23%	20
2020 Q4	$1.96M	Buy	31,541 +11,834	+60%	+$682K	0.28%	19
2020 Q3	$1.04M	Buy	19,707 +4,949	+34%	+$259K	0.17%	21
2020 Q2	$702K	Buy	+14,758	New	+$659K	0.12%	22

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

Summit Financial's IEMG Position: Q1 2026 in Review

Summit Financial increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 61% in Q1 2026, buying an estimated $10.9M and bringing the position to 399,985 shares worth $27.9M. The position accounts for 0.36% of the portfolio, ranked #54.

Summit Financial first reported a position in IEMG in Q2 2020 and has held it in 24 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Summit Financial held 399,985 shares of iShares Core MSCI Emerging Markets ETF worth $27.9M as of Q1 2026.
Summit Financial bought 151,157 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $10.9M.
iShares Core MSCI Emerging Markets ETF made up 0.36% of Summit Financial's portfolio in Q1 2026, its #54 holding.
Summit Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.