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

Zhang 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	$258K	Hold	3,705	–	–	0.01%	322
2025 Q4	$249K	Buy	3,705 +131	+4%	+$8.79K	0.01%	301
2025 Q3	$236K	Buy	3,574 +50	+1%	+$3.12K	0.01%	291
2025 Q2	$212K	Sell	3,524 -468	-12%	-$26.1K	0.01%	281
2025 Q1	$215K	Buy	+3,992	New	+$215K	0.01%	283
2022 Q4	–	Sell	-8,994	Closed	-$387K	–	233
2022 Q3	$387K	Buy	+8,994	New	+$431K	0.06%	151

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

Zhang Financial's IEMG Position: Q1 2026 in Review

Zhang Financial held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 3,705 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #322.

Zhang Financial first reported a position in IEMG in Q3 2022 and has held it in 6 quarters since. The position peaked at $387K in Q3 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Zhang Financial held 3,705 shares of iShares Core MSCI Emerging Markets ETF worth $258K as of Q1 2026.
Zhang Financial left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Zhang Financial's portfolio in Q1 2026, its #322 holding.
Zhang Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and has held it in 6 quarters since.
Zhang Financial's iShares Core MSCI Emerging Markets ETF position peaked at $387K in Q3 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.