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 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 $1.37T 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

USA Financial Formulas's IEMG Position: Q1 2026 in Review

USA Financial Formulas reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 30% in Q1 2026, selling an estimated $158K and leaving 5,040 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #90.

USA Financial Formulas first reported a position in IEMG in Q4 2017 and has held it in 5 quarters since. The position peaked at $808K in Q4 2017. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

USA Financial Formulas held 5,040 shares of iShares Core MSCI Emerging Markets ETF worth $352K as of Q1 2026.
USA Financial Formulas sold 2,192 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $158K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of USA Financial Formulas's portfolio in Q1 2026, its #90 holding.
USA Financial Formulas first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 5 quarters since.
USA Financial Formulas's iShares Core MSCI Emerging Markets ETF position peaked at $808K in Q4 2017.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.