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

US 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
2025 Q1	$1.72M	Sell	31,904 -161	-0.5%	-$8.67K	0.51%	32
2024 Q4	$1.67M	Sell	32,065 -1,102	-3%	-$61K	0.51%	31
2024 Q3	$1.9M	Buy	33,167 +93	+0.3%	+$5.03K	0.59%	31
2024 Q2	$1.77M	Sell	33,074 -787	-2%	-$41.5K	0.59%	31
2024 Q1	$1.75M	Sell	33,861 -350	-1%	-$17.5K	0.61%	31
2023 Q4	$1.73M	Buy	34,211 +731	+2%	+$35.4K	0.64%	31
2023 Q3	$1.59M	Buy	33,480 +176	+0.5%	+$8.71K	0.66%	32
2023 Q2	$1.64M	Buy	33,304 +2,574	+8%	+$126K	0.7%	29
2023 Q1	$1.5M	Sell	30,730 -1,372	-4%	-$67.3K	0.67%	29
2022 Q4	$1.5M	Buy	32,102 +9,045	+39%	+$411K	0.75%	29
2022 Q3	$991K	Buy	23,057 +15,434	+202%	+$740K	0.56%	27
2022 Q2	$374K	Buy	7,623 +1,432	+23%	+$74K	0.21%	36
2022 Q1	$344K	Hold	6,191	–	–	0.17%	50
2021 Q4	$371K	Sell	6,191 -7	-0.1%	-$432	0.17%	45
2021 Q3	$383K	Sell	6,198 -1,427	-19%	-$90.8K	0.19%	38
2021 Q2	$511K	Sell	7,625 -9,042	-54%	-$596K	0.25%	32
2021 Q1	$1.07M	Buy	16,667 +5,761	+53%	+$379K	0.3%	55
2020 Q4	$677K	Buy	+10,906	New	+$629K	0.2%	58
2016 Q2	$595K	Hold	14,305	–	–	1.19%	23
2016 Q1	$595K	Sell	14,305 -7,257	-34%	-$274K	1.04%	23
2015 Q4	$849K	Buy	21,562 +20,347	+1,675%	+$848K	0.81%	21
2015 Q3	$48K	Sell	1,215 -11,996	-91%	-$514K	0.08%	107
2015 Q2	$635K	Buy	13,211 +2,307	+21%	+$117K	0.6%	22
2015 Q1	$527K	Sell	10,904 -22,322	-67%	-$1.07M	0.48%	28
2014 Q4	$1.56M	Buy	+33,226	New	+$1.62M	1.4%	17

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Financial Advisors's IEMG Position: Q1 2025 in Review

US Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.5% in Q1 2025, selling an estimated $8.67K and leaving 31,904 shares worth $1.72M. The position accounts for 0.51% of the portfolio, ranked #32.

US Financial Advisors first reported a position in IEMG in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.9M in Q3 2024. 1,845 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

US Financial Advisors held 31,904 shares of iShares Core MSCI Emerging Markets ETF worth $1.72M as of Q1 2025.
US Financial Advisors sold 161 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $8.67K.
iShares Core MSCI Emerging Markets ETF made up 0.51% of US Financial Advisors's portfolio in Q1 2025, its #32 holding.
US Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2014 and has held it in 25 quarters since.
US Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.9M in Q3 2024.
1,845 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.