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

Tobias Financial Advisors’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	$28M	Buy	400,843 +3,287	+0.8%	+$237K	3.89%	8
2025 Q4	$26.7M	Buy	397,556 +26,689	+7%	+$1.79M	3.78%	8
2025 Q3	$24.4M	Buy	370,867 +337,672	+1,017%	+$21.1M	3.71%	7
2025 Q2	$1.99M	Buy	33,195 +1,527	+5%	+$85.2K	0.34%	48
2025 Q1	$1.71M	Buy	31,668 +1,639	+5%	+$88.2K	0.33%	43
2024 Q4	$1.57M	Buy	30,029 +22	+0.1%	+$1.22K	0.32%	46
2024 Q3	$1.72M	Buy	30,007 +2,459	+9%	+$133K	0.35%	41
2024 Q2	$1.47M	Sell	27,548 -1,873	-6%	-$98.8K	0.32%	42
2024 Q1	$1.52M	Buy	29,421 +97	+0.3%	+$4.86K	0.34%	42
2023 Q4	$1.48M	Buy	29,324 +1,093	+4%	+$52.9K	0.36%	42
2023 Q3	$1.34M	Hold	28,231	–	–	0.35%	47
2023 Q2	$1.39M	Hold	28,231	–	–	0.38%	43
2023 Q1	$1.38M	Sell	28,231 -124	-0.4%	-$6.08K	0.4%	41
2022 Q4	$1.32M	Sell	28,355 -21,805	-43%	-$992K	0.44%	41
2022 Q3	$2.16M	Sell	50,160 -10,847	-18%	-$520K	0.76%	31
2022 Q2	$2.99M	Buy	61,007 +35,422	+138%	+$1.83M	1.01%	25
2022 Q1	$1.42M	Buy	+25,585	New	+$1.48M	0.49%	39
2021 Q4	–	Sell	-26,174	Closed	-$1.62M	–	85
2021 Q3	$1.62M	Hold	26,174	–	–	0.6%	34
2021 Q2	$1.75M	Hold	26,174	–	–	0.69%	32
2021 Q1	$1.69M	Buy	26,174 +18	+0.1%	+$1.18K	0.71%	30
2020 Q4	$1.62M	Hold	26,156	–	–	0.74%	31
2020 Q3	$1.38M	Sell	26,156 -295	-1%	-$15.5K	0.76%	31
2020 Q2	$1.26M	Buy	+26,451	New	+$1.18M	0.74%	31
2020 Q1	–	Sell	-39	Closed	-$2K	–	153
2019 Q4	$2K	Buy	+39	New	+$2.01K	﹤0.01%	251

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

Tobias Financial Advisors's IEMG Position: Q1 2026 in Review

Tobias Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.83% in Q1 2026, buying an estimated $237K and bringing the position to 400,843 shares worth $28M. The position accounts for 3.89% of the portfolio, ranked #8.

Tobias Financial Advisors first reported a position in IEMG in Q4 2019 and has held it in 24 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Tobias Financial Advisors held 400,843 shares of iShares Core MSCI Emerging Markets ETF worth $28M as of Q1 2026.
Tobias Financial Advisors bought 3,287 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $237K.
iShares Core MSCI Emerging Markets ETF made up 3.89% of Tobias Financial Advisors's portfolio in Q1 2026, its #8 holding.
Tobias Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 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 Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.