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 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

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 22.96% 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

Values Added Financial's IEMG Position: Q2 2026 in Review

Values Added Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.1% in Q2 2026, selling an estimated $39.3K and leaving 15,666 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #44.

Values Added Financial first reported a position in IEMG in Q2 2023 and has held it in 13 quarters since. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Values Added Financial held 15,666 shares of iShares Core MSCI Emerging Markets ETF worth $1.3M as of Q2 2026.
Values Added Financial sold 493 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $39.3K.
iShares Core MSCI Emerging Markets ETF made up 0.47% of Values Added Financial's portfolio in Q2 2026, its #44 holding.
Values Added Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 13 quarters since.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.