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

Theory 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	$904K	Buy	10,908 +13	+0.1%	+$1.04K	0.28%	58
2026 Q1	$760K	Sell	10,895 -38,929	-78%	-$2.81M	0.27%	61
2025 Q4	$3.62M	Buy	49,824 +858	+2%	+$57.6K	1.22%	31
2025 Q3	$3.32M	Sell	48,966 -4,837	-9%	-$302K	1.17%	31
2025 Q2	$3.25M	Buy	53,803 +25,913	+93%	+$1.45M	1.23%	23
2025 Q1	$1.51M	Buy	27,890 +12,583	+82%	+$677K	0.64%	39
2024 Q4	$799K	Buy	15,307 +1,526	+11%	+$84.5K	0.33%	47
2024 Q3	$766K	Sell	13,781 -7,277	-35%	-$394K	0.34%	45
2024 Q2	$1.13M	Buy	21,058 +14,392	+216%	+$759K	0.53%	43
2024 Q1	$344K	Sell	6,666 -1,156	-15%	-$57.9K	0.18%	59
2023 Q4	$396K	Buy	7,822 +796	+11%	+$38.6K	0.21%	53
2023 Q3	$334K	Buy	+7,026	New	+$348K	0.2%	55

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Theory Financial's IEMG Position: Q2 2026 in Review

Theory Financial increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.12% in Q2 2026, buying an estimated $1.04K and bringing the position to 10,908 shares worth $904K. The position accounts for 0.28% of the portfolio, ranked #58.

Theory Financial first reported a position in IEMG in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.62M in Q4 2025. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Theory Financial held 10,908 shares of iShares Core MSCI Emerging Markets ETF worth $904K as of Q2 2026.
Theory Financial bought 13 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.04K.
iShares Core MSCI Emerging Markets ETF made up 0.28% of Theory Financial's portfolio in Q2 2026, its #58 holding.
Theory Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
Theory Financial's iShares Core MSCI Emerging Markets ETF position peaked at $3.62M in Q4 2025.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.