tru Independence’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

tru Independence’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	$790K	Sell	11,325 -2,027	-15%	-$146K	0.39%	33
2025 Q4	$898K	Sell	13,352 -1,814	-12%	-$122K	0.23%	65
2025 Q3	$1,000K	Buy	15,166 +1,796	+13%	+$112K	0.26%	63
2025 Q2	$803K	Sell	13,370 -569	-4%	-$31.8K	0.23%	62
2025 Q1	$752K	Sell	13,939 -293	-2%	-$15.8K	0.23%	63
2024 Q4	$743K	Sell	14,232 -1,124	-7%	-$62.2K	0.23%	63
2024 Q3	$882K	Buy	15,356 +1,509	+11%	+$81.7K	0.26%	63
2024 Q2	$741K	Sell	13,847 -1,270	-8%	-$67K	0.22%	66
2024 Q1	$780K	Sell	15,117 -1,941	-11%	-$97.2K	0.23%	70
2023 Q4	$863K	Sell	17,058 -21,325	-56%	-$1.03M	0.26%	71
2023 Q3	$1.83M	Sell	38,383 -1,519	-4%	-$75.2K	0.63%	53
2023 Q2	$1.97M	Sell	39,902 -1,325	-3%	-$64.7K	0.65%	52
2023 Q1	$2.01M	Sell	41,227 -8,178	-17%	-$401K	0.65%	55
2022 Q4	$2.31M	Sell	49,405 -552	-1%	-$25.1K	0.75%	54
2022 Q3	$2.15M	Sell	49,957 -2,391	-5%	-$115K	0.76%	53
2022 Q2	$2.57M	Sell	52,348 -20,993	-29%	-$1.08M	0.83%	51
2022 Q1	$4.07M	Sell	73,341 -37,529	-34%	-$2.17M	1.1%	46
2021 Q4	$6.64M	Buy	110,870 +5,873	+6%	+$362K	1.81%	14
2021 Q3	$6.48M	Buy	104,997 +1,556	+2%	+$99.1K	1.81%	13
2021 Q2	$6.93M	Sell	103,441 -13,174	-11%	-$868K	2.04%	9
2021 Q1	$7.51M	Buy	116,615 +104,615	+872%	+$6.88M	1.42%	12
2020 Q4	$744K	Sell	12,000 -7,353	-38%	-$424K	1.35%	13
2020 Q3	$1.02M	Sell	19,353 -93,993	-83%	-$4.93M	0.29%	75
2020 Q2	$5.31K	Buy	+113,346	New	+$5.06M	0.77%	29
2020 Q1	–	Sell	-78,681	Closed	-$3.18M	–	797
2019 Q4	$3.18M	Buy	+78,681	New	+$4.05M	0.46%	69

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

tru Independence's IEMG Position: Q1 2026 in Review

tru Independence reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 15% in Q1 2026, selling an estimated $146K and leaving 11,325 shares worth $790K. The position accounts for 0.39% of the portfolio, ranked #33.

tru Independence first reported a position in IEMG in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.51M in Q1 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

tru Independence held 11,325 shares of iShares Core MSCI Emerging Markets ETF worth $790K as of Q1 2026.
tru Independence sold 2,027 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $146K.
iShares Core MSCI Emerging Markets ETF made up 0.39% of tru Independence's portfolio in Q1 2026, its #33 holding.
tru Independence first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 25 quarters since.
tru Independence's iShares Core MSCI Emerging Markets ETF position peaked at $7.51M in Q1 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.