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Valpey Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Valpey Financial Services’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 		$215K Sell
3,078
-77
-2% -$5.56K 0.14% 72
2025
Q4 		$212K Buy
3,155
+41
+1% +$2.75K 0.14% 69
2025
Q3 		$205K Buy
+3,114
New +$194K 0.13% 71

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valpey Financial Services's IEMG Position: Q1 2026 in Review

Valpey Financial Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.4% in Q1 2026, selling an estimated $5.56K and leaving 3,078 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #72.

Valpey Financial Services first reported a position in IEMG in Q3 2025 and has held it in 3 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Valpey Financial Services held 3,078 shares of iShares Core MSCI Emerging Markets ETF worth $215K as of Q1 2026.
  • Valpey Financial Services sold 77 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $5.56K.
  • iShares Core MSCI Emerging Markets ETF made up 0.14% of Valpey Financial Services's portfolio in Q1 2026, its #72 holding.
  • Valpey Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Valpey Financial Services's 13F filing for Q1 2026, filed 11 May 2026.