Beckerman Institutional’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Beckerman Institutional’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	$558K	Buy	6,739 +1,031	+18%	+$82.2K	0.27%	80
2026 Q1	$398K	Buy	5,708 +315	+6%	+$22.7K	0.21%	91
2025 Q4	$362K	Buy	5,393 +1	+0%	+$67	0.2%	94
2025 Q3	$355K	Sell	5,392 -480	-8%	-$29.9K	0.21%	89
2025 Q2	$352K	Sell	5,872 -167	-3%	-$9.32K	0.23%	82
2025 Q1	$326K	Buy	6,039 +195	+3%	+$10.5K	0.24%	84
2024 Q4	$305K	Sell	5,844 -8	-0.1%	-$443	0.24%	84
2024 Q3	$336K	Buy	+5,852	New	+$317K	0.28%	78

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

Beckerman Institutional's IEMG Position: Q2 2026 in Review

Beckerman Institutional increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q2 2026, buying an estimated $82.2K and bringing the position to 6,739 shares worth $558K. The position accounts for 0.27% of the portfolio, ranked #80.

Beckerman Institutional first reported a position in IEMG in Q3 2024 and has held it in 8 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Beckerman Institutional held 6,739 shares of iShares Core MSCI Emerging Markets ETF worth $558K as of Q2 2026.
Beckerman Institutional bought 1,031 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $82.2K.
iShares Core MSCI Emerging Markets ETF made up 0.27% of Beckerman Institutional's portfolio in Q2 2026, its #80 holding.
Beckerman Institutional first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.