Beese Fulmer Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Beese Fulmer Investment 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
2026 Q2	$602K	Buy	7,265 +494	+7%	+$39.4K	0.03%	197
2026 Q1	$472K	Buy	6,771 +1,434	+27%	+$103K	0.03%	213
2025 Q4	$359K	Buy	5,337 +173	+3%	+$11.6K	0.02%	251
2025 Q3	$340K	Sell	5,164 -1,584	-23%	-$98.8K	0.02%	226
2025 Q2	$405K	Buy	+6,748	New	+$377K	0.03%	203
2022 Q3	–	Sell	-4,872	Closed	-$239K	–	217
2022 Q2	$239K	Buy	+4,872	New	+$252K	0.03%	197

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

Beese Fulmer Investment Management's IEMG Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.3% in Q2 2026, buying an estimated $39.4K and bringing the position to 7,265 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #197.

Beese Fulmer Investment Management first reported a position in IEMG in Q2 2022 and has held it in 6 quarters since. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Beese Fulmer Investment Management held 7,265 shares of iShares Core MSCI Emerging Markets ETF worth $602K as of Q2 2026.
Beese Fulmer Investment Management bought 494 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $39.4K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #197 holding.
Beese Fulmer Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 6 quarters since.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.