Atticus Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-360	Closed	-$21.6K	–	395
2025 Q2	$21.6K	Sell	360 -55	-13%	-$3.07K	0.01%	407
2025 Q1	$22.4K	Sell	415 -115	-22%	-$6.19K	0.01%	311
2024 Q4	$27.7K	Hold	530	–	–	0.01%	305
2024 Q3	$30.4K	Hold	530	–	–	0.01%	291
2024 Q2	$28.4K	Sell	530 -326	-38%	-$17.2K	0.01%	284
2024 Q1	$44.2K	Buy	856 +189	+28%	+$9.46K	0.01%	254
2023 Q4	$33.7K	Hold	667	–	–	0.01%	280
2023 Q3	$31.7K	Hold	667	–	–	0.01%	293
2023 Q2	$32.9K	Hold	667	–	–	0.01%	297
2023 Q1	$32.5K	Hold	667	–	–	0.01%	285
2022 Q4	$31.1K	Sell	667 -3,872	-85%	-$176K	0.01%	294
2022 Q3	$223K	Hold	4,539	–	–	0.11%	109
2022 Q2	$223K	Sell	4,539 -8,935	-66%	-$462K	0.09%	125
2022 Q1	$749K	Buy	+13,474	New	+$779K	0.27%	60

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Atticus Wealth Management's IEMG Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2025, closing a stake of 360 shares — an estimated $21.6K sold.

Atticus Wealth Management first reported a position in IEMG in Q1 2022 and held it in 14 quarters. The position peaked at $749K in Q1 2022. 1,976 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

Atticus Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 360 iShares Core MSCI Emerging Markets ETF shares in Q3 2025, an estimated $21.6K.
Atticus Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and held it in 14 quarters.
Atticus Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $749K in Q1 2022.
1,976 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.