American Trust’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

American Trust’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	$1.41M	Buy	17,032 +735	+5%	+$58.6K	0.11%	94
2026 Q1	$1.14M	Buy	16,297 +438	+3%	+$31.6K	0.1%	101
2025 Q4	$1.07M	Sell	15,859 -16,235	-51%	-$1.09M	0.09%	114
2025 Q3	$2.12M	Buy	32,094 +855	+3%	+$53.3K	0.18%	80
2025 Q2	$1.88M	Buy	31,239 +22,169	+244%	+$1.24M	0.18%	81
2025 Q1	$490K	Sell	9,070 -21,190	-70%	-$1.14M	0.12%	92
2024 Q4	$1.58M	Buy	30,260 +21,205	+234%	+$1.17M	0.12%	99
2024 Q3	$520K	Buy	+9,055	New	+$490K	0.04%	135
2023 Q3	–	Sell	-8,016	Closed	-$395K	–	348
2023 Q2	$395K	Buy	8,016 +83	+1%	+$4.05K	0.03%	246
2023 Q1	$387K	Sell	7,933 -83	-1%	-$4.07K	0.03%	257
2022 Q4	$374K	Buy	8,016 +842	+12%	+$38.3K	0.03%	271
2022 Q3	$308K	Sell	7,174 -2,799	-28%	-$134K	0.03%	290
2022 Q2	$489K	Buy	9,973 +2,288	+30%	+$118K	0.04%	218
2022 Q1	$427K	Buy	+7,685	New	+$444K	0.03%	271

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

American Trust's IEMG Position: Q2 2026 in Review

American Trust increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.5% in Q2 2026, buying an estimated $58.6K and bringing the position to 17,032 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #94.

American Trust first reported a position in IEMG in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.12M in Q3 2025. 2,414 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

American Trust held 17,032 shares of iShares Core MSCI Emerging Markets ETF worth $1.41M as of Q2 2026.
American Trust bought 735 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $58.6K.
iShares Core MSCI Emerging Markets ETF made up 0.11% of American Trust's portfolio in Q2 2026, its #94 holding.
American Trust first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 14 quarters since.
American Trust's iShares Core MSCI Emerging Markets ETF position peaked at $2.12M in Q3 2025.
2,414 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.