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 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 $1.37T 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

Values Added Financial's IEMG Position: Q1 2026 in Review

Values Added Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 8.3% in Q1 2026, selling an estimated $106K and leaving 16,159 shares worth $1.13M. 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 12 quarters since. The position peaked at $1.2M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Values Added Financial held 16,159 shares of iShares Core MSCI Emerging Markets ETF worth $1.13M as of Q1 2026.
Values Added Financial sold 1,463 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $106K.
iShares Core MSCI Emerging Markets ETF made up 0.47% of Values Added Financial's portfolio in Q1 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 12 quarters since.
Values Added Financial's iShares Core MSCI Emerging Markets ETF position peaked at $1.2M in Q3 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Values Added Financial's 13F filing for Q1 2026, filed 20 Apr 2026.