Callan Family Office’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Callan Family Office’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	$19.3M	Buy	232,992 +45,174	+24%	+$3.6M	0.38%	47
2026 Q1	$13.1M	Buy	187,818 +76,038	+68%	+$5.49M	0.3%	66
2025 Q4	$7.51M	Buy	111,780 +28,121	+34%	+$1.89M	0.16%	123
2025 Q3	$5.51M	Buy	83,659 +629	+0.8%	+$39.2K	0.18%	136
2025 Q2	$4.98M	Buy	83,030 +8,275	+11%	+$462K	0.16%	151
2025 Q1	$4.03M	Buy	74,755 +27,848	+59%	+$1.5M	0.3%	73
2024 Q4	$2.45M	Buy	46,907 +9,075	+24%	+$503K	0.16%	126
2024 Q3	$2.17M	Buy	37,832 +6,048	+19%	+$327K	0.37%	41
2024 Q2	$1.7M	Buy	31,784 +6,041	+23%	+$319K	0.33%	44
2024 Q1	$1.33M	Sell	25,743 -8,598	-25%	-$431K	0.31%	39
2023 Q4	$1.74M	Buy	34,341 +11,023	+47%	+$534K	0.43%	36
2023 Q3	$1.11M	Buy	23,318 +554	+2%	+$27.4K	0.3%	42
2023 Q2	$1.12M	Sell	22,764 -1,510	-6%	-$73.7K	0.3%	40
2023 Q1	$1.18M	Sell	24,274 -10,375	-30%	-$509K	0.29%	51
2022 Q4	$1.62M	Buy	+34,649	New	+$1.58M	0.52%	29

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

Callan Family Office's IEMG Position: Q2 2026 in Review

Callan Family Office increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 24% in Q2 2026, buying an estimated $3.6M and bringing the position to 232,992 shares worth $19.3M. The position accounts for 0.38% of the portfolio, ranked #47.

Callan Family Office first reported a position in IEMG in Q4 2022 and has held it in 15 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Callan Family Office held 232,992 shares of iShares Core MSCI Emerging Markets ETF worth $19.3M as of Q2 2026.
Callan Family Office bought 45,174 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.6M.
iShares Core MSCI Emerging Markets ETF made up 0.38% of Callan Family Office's portfolio in Q2 2026, its #47 holding.
Callan Family Office first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.