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

SYM Financial Corp’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 		$443K Sell
6,351
-555
-8% -$40.1K 0.04% 151
2025
Q4 		$464K Hold
6,906
– – 0.05% 136
2025
Q3 		$455K Sell
6,906
-4,964
-42% -$310K 0.05% 129
2025
Q2 		$713K Buy
11,870
+1,441
+14% +$80.4K 0.08% 85
2025
Q1 		$563K Sell
10,429
-307
-3% -$16.5K 0.07% 93
2024
Q4 		$561K Buy
10,736
+307
+3% +$17K 0.07% 83
2024
Q3 		$599K Hold
10,429
– – 0.08% 63
2024
Q2 		$558K Sell
10,429
-839
-7% -$44.2K 0.09% 50
2024
Q1 		$581K Buy
11,268
+119
+1% +$5.96K 0.1% 43
2023
Q4 		$564K Buy
11,149
+2,312
+26% +$112K 0.09% 47
2023
Q3 		$421K Buy
8,837
+288
+3% +$14.3K 0.07% 50
2023
Q2 		$421K Sell
8,549
-31
-0.4% -$1.51K 0.09% 37
2023
Q1 		$419K Sell
8,580
-898
-9% -$44.1K 0.09% 34
2022
Q4 		$443K Buy
9,478
+360
+4% +$16.4K 0.11% 36
2022
Q3 		$392K Buy
9,118
+3,631
+66% +$174K 0.19% 36
2022
Q2 		$269K Buy
5,487
+534
+11% +$27.6K 0.13% 45
2022
Q1 		$275K Sell
4,953
-239,786
-98% -$13.9M 0.12% 45
2021
Q4 		$14.7M Buy
244,739
+244,704
+699,154% +$15.1M 5.7% 8
2021
Q3 		$2K Buy
+35
New +$2.23K ﹤0.01% 110
2021
Q1 		– Sell
-5
Closed – – 80
2020
Q4 		$0 Buy
+5
New +$288 ﹤0.01% 82

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SYM Financial Corp's IEMG Position: Q1 2026 in Review

SYM Financial Corp reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 8% in Q1 2026, selling an estimated $40.1K and leaving 6,351 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #151.

SYM Financial Corp first reported a position in IEMG in Q4 2020 and has held it in 20 quarters since. The position peaked at $14.7M in Q4 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • SYM Financial Corp held 6,351 shares of iShares Core MSCI Emerging Markets ETF worth $443K as of Q1 2026.
  • SYM Financial Corp sold 555 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $40.1K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #151 holding.
  • SYM Financial Corp first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 20 quarters since.
  • SYM Financial Corp's iShares Core MSCI Emerging Markets ETF position peaked at $14.7M in Q4 2021.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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