Birchwood Financial Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$43.2K Sell
522
-115
-18% -$9.17K 0.04% 184
2026
Q1
$44.4K Hold
637
0.04% 177
2025
Q4
$42.8K Buy
+637
New +$42.7K 0.04% 178

Other funds holding IEMG

Birchwood Financial Partners's IEMG Position: Q2 2026 in Review

Birchwood Financial Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q2 2026, selling an estimated $9.17K and leaving 522 shares worth $43.2K. The position accounts for 0.04% of the portfolio, ranked #184.

Birchwood Financial Partners first reported a position in IEMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.4K in Q1 2026. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Birchwood Financial Partners held 522 shares of iShares Core MSCI Emerging Markets ETF worth $43.2K as of Q2 2026.
  • Birchwood Financial Partners sold 115 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $9.17K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #184 holding.
  • Birchwood Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's iShares Core MSCI Emerging Markets ETF position peaked at $44.4K in Q1 2026.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.