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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
Q2 		$262K Buy
3,158
+80
+3% +$6.38K 0.16% 70
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valpey Financial Services's IEMG Position: Q2 2026 in Review

Valpey Financial Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.6% in Q2 2026, buying an estimated $6.38K and bringing the position to 3,158 shares worth $262K. The position accounts for 0.16% of the portfolio, ranked #70.

Valpey Financial Services first reported a position in IEMG in Q3 2025 and has held it in 4 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Valpey Financial Services held 3,158 shares of iShares Core MSCI Emerging Markets ETF worth $262K as of Q2 2026.
  • Valpey Financial Services bought 80 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $6.38K.
  • iShares Core MSCI Emerging Markets ETF made up 0.16% of Valpey Financial Services's portfolio in Q2 2026, its #70 holding.
  • Valpey Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Valpey Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.