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

Symphony 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
Q2 		$5.4M Buy
65,370
+13,792
+27% +$1.1M 0.59% 44
2026
Q1 		$3.58M Buy
51,578
+18,577
+56% +$1.34M 0.47% 52
2025
Q4 		$2.22M Sell
33,001
-60,534
-65% -$4.06M 0.3% 72
2025
Q3 		$6.26M Buy
93,535
+17,298
+23% +$1.08M 0.76% 36
2025
Q2 		$5.38M Buy
76,237
+429
+0.6% +$23.9K 0.71% 39
2025
Q1 		$3.95M Buy
75,808
+27,446
+57% +$1.48M 2.34% 10
2024
Q4 		$2.56M Buy
48,362
+1,379
+3% +$76.4K 0.4% 54
2024
Q3 		$2.74M Buy
46,983
+2,721
+6% +$147K 0.45% 53
2024
Q2 		$2.37M Buy
44,262
+31,173
+238% +$1.64M 0.43% 55
2024
Q1 		$675K Sell
13,089
-25,625
-66% -$1.28M 0.16% 105
2023
Q4 		$1.9M Sell
38,714
-50,977
-57% -$2.47M 0.41% 62
2023
Q3 		$4.22M Buy
89,691
+4,410
+5% +$218K 1.03% 22
2023
Q2 		$4.18M Buy
85,281
+6,319
+8% +$309K 1.03% 26
2023
Q1 		$3.85M Buy
78,962
+1,159
+1% +$56.9K 1% 26
2022
Q4 		$3.84M Buy
77,803
+29,552
+61% +$1.34M 1.01% 25
2022
Q3 		$2.08M Sell
48,251
-99,851
-67% -$4.79M 0.68% 36
2022
Q2 		$7.22M Sell
148,102
-27,536
-16% -$1.42M 2.14% 12
2022
Q1 		$9.4M Sell
175,638
-89,271
-34% -$5.16M 2.21% 12
2021
Q4 		$15.9M Buy
264,909
+92,819
+54% +$5.73M 4.42% 3
2021
Q3 		$10.5M Buy
172,090
+17,390
+11% +$1.11M 3.67% 4
2021
Q2 		$10.4M Sell
154,700
-12,230
-7% -$806K 3.52% 5
2021
Q1 		$14.5M Buy
166,930
+122,283
+274% +$8.04M 3.83% 4
2020
Q4 		$2.79M Buy
+44,647
New +$2.57M 1% 24

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

Symphony Financial's IEMG Position: Q2 2026 in Review

Symphony Financial increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 27% in Q2 2026, buying an estimated $1.1M and bringing the position to 65,370 shares worth $5.4M. The position accounts for 0.59% of the portfolio, ranked #44.

Symphony Financial first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.9M in Q4 2021. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Symphony Financial held 65,370 shares of iShares Core MSCI Emerging Markets ETF worth $5.4M as of Q2 2026.
  • Symphony Financial bought 13,792 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.1M.
  • iShares Core MSCI Emerging Markets ETF made up 0.59% of Symphony Financial's portfolio in Q2 2026, its #44 holding.
  • Symphony Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • Symphony Financial's iShares Core MSCI Emerging Markets ETF position peaked at $15.9M in Q4 2021.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.