Caldwell Sutter Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Caldwell Sutter Capital’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	$21.1K	Sell	255 -15	-6%	-$1.2K	0.01%	524
2026 Q1	$18.8K	Buy	270 +40	+17%	+$2.89K	0.01%	492
2025 Q4	$15.5K	Buy	230 +15	+7%	+$1.01K	0.01%	505
2025 Q3	$14.2K	Hold	215	–	–	0.01%	512
2025 Q2	$12.9K	Hold	215	–	–	0.01%	510
2025 Q1	$11.6K	Hold	215	–	–	0.01%	524
2024 Q4	$11.2K	Sell	215 -255	-54%	-$14.1K	0.01%	536
2024 Q3	$27K	Hold	470	–	–	0.01%	441
2024 Q2	$25.2K	Hold	470	–	–	0.01%	449
2024 Q1	$24.3K	Hold	470	–	–	0.01%	447
2023 Q4	$23.8K	Hold	470	–	–	0.01%	435
2023 Q3	$22.4K	Buy	470 +215	+84%	+$10.6K	0.01%	426
2023 Q2	$12.6K	Buy	+255	New	+$12.5K	0.01%	498

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

Caldwell Sutter Capital's IEMG Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.6% in Q2 2026, selling an estimated $1.2K and leaving 255 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #524.

Caldwell Sutter Capital first reported a position in IEMG in Q2 2023 and has held it in 13 quarters since. The position peaked at $27K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Caldwell Sutter Capital held 255 shares of iShares Core MSCI Emerging Markets ETF worth $21.1K as of Q2 2026.
Caldwell Sutter Capital sold 15 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.2K.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #524 holding.
Caldwell Sutter Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's iShares Core MSCI Emerging Markets ETF position peaked at $27K in Q3 2024.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.