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

True Link 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 Q2	$541K	Buy	6,526 +550	+9%	+$43.8K	0.03%	46
2026 Q1	$417K	Sell	5,976 -413	-6%	-$29.8K	0.03%	50
2025 Q4	$429K	Buy	6,389 +424	+7%	+$28.4K	0.03%	62
2025 Q3	$393K	Buy	5,965 +366	+7%	+$22.8K	0.03%	61
2025 Q2	$336K	Sell	5,599 -622	-10%	-$34.7K	0.02%	61
2025 Q1	$336K	Sell	6,221 -289	-4%	-$15.6K	0.03%	71
2024 Q4	$340K	Buy	6,510 +60	+0.9%	+$3.32K	0.03%	50
2024 Q3	$370K	Buy	6,450 +1,307	+25%	+$70.7K	0.03%	48
2024 Q2	$275K	Sell	5,143 -3,129	-38%	-$165K	0.03%	56
2024 Q1	$427K	Buy	8,272 +74	+0.9%	+$3.71K	0.04%	45
2023 Q4	$415K	Sell	8,198 -516,539	-98%	-$25M	0.04%	43
2023 Q3	$25M	Buy	524,737 +19,361	+4%	+$958K	3%	12
2023 Q2	$24.9M	Buy	505,376 +19,626	+4%	+$959K	3.01%	10
2023 Q1	$23.7M	Buy	485,750 +24,632	+5%	+$1.21M	2.97%	12
2022 Q4	$21.5M	Buy	461,118 +47,072	+11%	+$2.14M	2.92%	13
2022 Q3	$17.8M	Buy	414,046 +239,545	+137%	+$11.5M	2.58%	13
2022 Q2	$8.56M	Buy	174,501 +62,653	+56%	+$3.24M	1.29%	16
2022 Q1	$6.21M	Buy	111,848 +65,780	+143%	+$3.8M	0.9%	14
2021 Q4	$2.76M	Sell	46,068 -3,313	-7%	-$204K	0.37%	23
2021 Q3	$3.05M	Buy	49,381 +2,370	+5%	+$151K	0.42%	21
2021 Q2	$3.15M	Buy	47,011 +2,452	+6%	+$162K	0.46%	21
2021 Q1	$2.87M	Buy	44,559 +5,379	+14%	+$354K	0.42%	26
2020 Q4	$2.43M	Buy	+39,180	New	+$2.26M	0.38%	29

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

True Link Financial Advisors's IEMG Position: Q2 2026 in Review

True Link Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.2% in Q2 2026, buying an estimated $43.8K and bringing the position to 6,526 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #46.

True Link Financial Advisors first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $25M in Q3 2023. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

True Link Financial Advisors held 6,526 shares of iShares Core MSCI Emerging Markets ETF worth $541K as of Q2 2026.
True Link Financial Advisors bought 550 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $43.8K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of True Link Financial Advisors's portfolio in Q2 2026, its #46 holding.
True Link Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
True Link Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $25M in Q3 2023.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

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