USA Financial Formulas’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

USA Financial Formulas’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	$664K	Buy	8,021 +2,981	+59%	+$238K	0.12%	62
2026 Q1	$352K	Sell	5,040 -2,192	-30%	-$158K	0.07%	90
2025 Q4	$486K	Buy	+7,232	New	+$485K	0.09%	85
2022 Q1	–	Sell	-315	Closed	-$19K	–	414
2021 Q4	$19K	Buy	+315	New	+$19.4K	0.02%	178
2020 Q4	–	Sell	-230	Closed	-$12K	–	369
2020 Q3	$12K	Buy	+230	New	+$12.1K	0.01%	153
2018 Q1	–	Sell	-14,196	Closed	-$808K	–	353
2017 Q4	$808K	Buy	+14,196	New	+$793K	0.19%	98

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 22.9% 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

USA Financial Formulas's IEMG Position: Q2 2026 in Review

USA Financial Formulas increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 59% in Q2 2026, buying an estimated $238K and bringing the position to 8,021 shares worth $664K. The position accounts for 0.12% of the portfolio, ranked #62.

USA Financial Formulas first reported a position in IEMG in Q4 2017 and has held it in 6 quarters since. The position peaked at $808K in Q4 2017. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

USA Financial Formulas held 8,021 shares of iShares Core MSCI Emerging Markets ETF worth $664K as of Q2 2026.
USA Financial Formulas bought 2,981 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $238K.
iShares Core MSCI Emerging Markets ETF made up 0.12% of USA Financial Formulas's portfolio in Q2 2026, its #62 holding.
USA Financial Formulas first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 6 quarters since.
USA Financial Formulas's iShares Core MSCI Emerging Markets ETF position peaked at $808K in Q4 2017.
2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.