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

Sunburst 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 		$4.42M Sell
53,373
-423
-0.8% -$33.7K 0.72% 24
2026
Q1 		$3.75M Sell
53,796
-325
-0.6% -$23.5K 0.69% 25
2025
Q4 		$3.64M Sell
54,121
-239
-0.4% -$16K 0.74% 23
2025
Q3 		$3.58M Sell
54,360
-226
-0.4% -$14.1K 0.75% 23
2025
Q2 		$3.28M Sell
54,586
-2,702
-5% -$151K 0.73% 22
2025
Q1 		$3.09M Sell
57,288
-2,229
-4% -$120K 0.76% 22
2024
Q4 		$3.11M Sell
59,517
-12,881
-18% -$713K 0.77% 24
2024
Q3 		$4.16M Sell
72,398
-2,205
-3% -$119K 1.05% 19
2024
Q2 		$3.99M Buy
74,603
+304
+0.4% +$16K 1.08% 20
2024
Q1 		$3.84M Buy
74,299
+7,740
+12% +$388K 1.09% 20
2023
Q4 		$3.37M Buy
66,559
+2,498
+4% +$121K 1.04% 20
2023
Q3 		$3.05M Buy
64,061
+102
+0.2% +$5.05K 1.08% 19
2023
Q2 		$3.15M Sell
63,959
-290
-0.5% -$14.2K 1.1% 20
2023
Q1 		$3.13M Buy
64,249
+353
+0.6% +$17.3K 1.16% 20
2022
Q4 		$2.98M Buy
63,896
+44,051
+222% +$2M 1.19% 18
2022
Q3 		$853K Buy
19,845
+5,747
+41% +$275K 0.41% 32
2022
Q2 		$692K Sell
14,098
-21,767
-61% -$1.12M 0.33% 36
2022
Q1 		$1.99M Buy
35,865
+17,540
+96% +$1.01M 0.98% 19
2021
Q4 		$1.1M Buy
+18,325
New +$1.13M 0.56% 23

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sunburst Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.79% in Q2 2026, selling an estimated $33.7K and leaving 53,373 shares worth $4.42M. The position accounts for 0.72% of the portfolio, ranked #24.

Sunburst Financial Group first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Sunburst Financial Group held 53,373 shares of iShares Core MSCI Emerging Markets ETF worth $4.42M as of Q2 2026.
  • Sunburst Financial Group sold 423 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $33.7K.
  • iShares Core MSCI Emerging Markets ETF made up 0.72% of Sunburst Financial Group's portfolio in Q2 2026, its #24 holding.
  • Sunburst Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.