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

BigSur 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
2026 Q3	$702K	Sell	8,655 -6,710	-44%	-$540K	0.17%	110
2026 Q2	$1.27M	Buy	15,365 +2,990	+24%	+$238K	0.31%	85
2026 Q1	$863K	Hold	12,375	–	–	0.24%	98
2025 Q4	$832K	Buy	12,375 +3,725	+43%	+$250K	0.2%	95
2025 Q3	$570K	Hold	8,650	–	–	0.14%	116
2025 Q2	$519K	Buy	+8,650	New	+$483K	0.13%	120
2023 Q1	–	Sell	-43,690	Closed	-$2.04M	–	130
2022 Q4	$2.04M	Buy	+43,690	New	+$1.99M	0.98%	29

Other funds holding IEMG

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BigSur Wealth Management's IEMG Position: Q3 2026 in Review

BigSur Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 44% in Q3 2026, selling an estimated $540K and leaving 8,655 shares worth $702K. The position accounts for 0.17% of the portfolio, ranked #110.

BigSur Wealth Management first reported a position in IEMG in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2022. 2,019 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

BigSur Wealth Management held 8,655 shares of iShares Core MSCI Emerging Markets ETF worth $702K as of Q3 2026.
BigSur Wealth Management sold 6,710 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $540K.
iShares Core MSCI Emerging Markets ETF made up 0.17% of BigSur Wealth Management's portfolio in Q3 2026, its #110 holding.
BigSur Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 7 quarters since.
BigSur Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.04M in Q4 2022.
2,019 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.