Western Financial Corp’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Western Financial Corp’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
2025 Q4	–	Sell	-3,055	Closed	-$201K	–	118
2025 Q3	$201K	Sell	3,055 -416	-12%	-$25.9K	0.09%	119
2025 Q2	$208K	Buy	+3,471	New	+$194K	0.11%	119
2024 Q1	–	Sell	-4,784	Closed	-$242K	–	123
2023 Q4	$242K	Sell	4,784 -333	-7%	-$16.1K	0.16%	105
2023 Q3	$244K	Sell	5,117 -3,962	-44%	-$196K	0.18%	102
2023 Q2	$448K	Sell	9,079 -500	-5%	-$24.4K	0.3%	88
2023 Q1	$467K	Buy	+9,579	New	+$470K	0.33%	91

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Western Financial Corp's IEMG Position: Q4 2025 in Review

Western Financial Corp sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2025, closing a stake of 3,055 shares — an estimated $201K sold.

Western Financial Corp first reported a position in IEMG in Q1 2023 and held it in 6 quarters. The position peaked at $467K in Q1 2023. 2,222 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

Western Financial Corp reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
Western Financial Corp sold 3,055 iShares Core MSCI Emerging Markets ETF shares in Q4 2025, an estimated $201K.
Western Financial Corp first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and held it in 6 quarters.
Western Financial Corp's iShares Core MSCI Emerging Markets ETF position peaked at $467K in Q1 2023.
2,222 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on Western Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.