Values Added Financial’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Values Added Financial’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 Q3	$1.27M	Hold	15,666	–	–	0.45%	45
2026 Q2	$1.3M	Sell	15,666 -493	-3%	-$39.3K	0.47%	44
2026 Q1	$1.13M	Sell	16,159 -1,463	-8%	-$106K	0.47%	44
2025 Q4	$1.18M	Sell	17,622 -543	-3%	-$36.4K	0.5%	43
2025 Q3	$1.2M	Sell	18,165 -470	-3%	-$29.3K	0.53%	41
2025 Q2	$1.12M	Sell	18,635 -159	-0.8%	-$8.87K	0.54%	39
2025 Q1	$1.01M	Sell	18,794 -434	-2%	-$23.4K	0.56%	38
2024 Q4	$1M	Buy	19,228 +57	+0.3%	+$3.16K	0.58%	38
2024 Q3	$1.1M	Sell	19,171 -67	-0.3%	-$3.63K	0.69%	31
2024 Q2	$1.03M	Hold	19,238	–	–	0.74%	29
2024 Q1	$993K	Hold	19,238	–	–	0.77%	28
2023 Q4	$973K	Buy	19,238 +988	+5%	+$47.9K	0.8%	27
2023 Q3	$869K	Hold	18,250	–	–	0.79%	29
2023 Q2	$900K	Buy	+18,250	New	+$891K	0.84%	27

Other funds holding IEMG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Values Added Financial's IEMG Position: Q3 2026 in Review

Values Added Financial held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2026 at 15,666 shares worth $1.27M. The position accounts for 0.45% of the portfolio, ranked #45.

Values Added Financial first reported a position in IEMG in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.3M in Q2 2026. 1,116 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Values Added Financial held 15,666 shares of iShares Core MSCI Emerging Markets ETF worth $1.27M as of Q3 2026.
Values Added Financial left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2026.
iShares Core MSCI Emerging Markets ETF made up 0.45% of Values Added Financial's portfolio in Q3 2026, its #45 holding.
Values Added Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 14 quarters since.
Values Added Financial's iShares Core MSCI Emerging Markets ETF position peaked at $1.3M in Q2 2026.
1,116 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.