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

Uptown 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	$380K	Sell	4,592 -39	-0.8%	-$3.11K	0.25%	57
2026 Q1	$323K	Hold	4,631	–	–	0.26%	54
2025 Q4	$311K	Sell	4,631 -15	-0.3%	-$1.01K	0.22%	58
2025 Q3	$306K	Hold	4,646	–	–	0.25%	55
2025 Q2	$279K	Sell	4,646 -261	-5%	-$14.6K	0.24%	59
2025 Q1	$265K	Buy	4,907 +130	+3%	+$7K	0.27%	54
2024 Q4	$249K	Buy	+4,777	New	+$265K	0.27%	55

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Uptown Financial Advisors's IEMG Position: Q2 2026 in Review

Uptown Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.84% in Q2 2026, selling an estimated $3.11K and leaving 4,592 shares worth $380K. The position accounts for 0.25% of the portfolio, ranked #57.

Uptown Financial Advisors first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Uptown Financial Advisors held 4,592 shares of iShares Core MSCI Emerging Markets ETF worth $380K as of Q2 2026.
Uptown Financial Advisors sold 39 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.11K.
iShares Core MSCI Emerging Markets ETF made up 0.25% of Uptown Financial Advisors's portfolio in Q2 2026, its #57 holding.
Uptown Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.