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Carolinas Wealth Consulting’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-10,401
Closed -$561K – 439
2025
Q1 		$561K Buy
10,401
+458
+5% +$24.7K 0.12% 92
2024
Q4 		$519K Buy
9,943
+60
+0.6% +$3.32K 0.1% 103
2024
Q3 		$567K Sell
9,883
-118
-1% -$6.39K 0.1% 101
2024
Q2 		$535K Sell
10,001
-461
-4% -$24.3K 0.1% 99
2024
Q1 		$540K Buy
10,462
+3,221
+44% +$161K 0.11% 94
2023
Q4 		$366K Buy
7,241
+634
+10% +$30.7K 0.08% 108
2023
Q3 		$304K Sell
6,607
-2,804
-30% -$139K 0.08% 116
2023
Q2 		$464K Buy
9,411
+211
+2% +$10.3K 0.09% 107
2023
Q1 		$449K Sell
9,200
-159
-2% -$7.8K 0.1% 111
2022
Q4 		$437K Sell
9,359
-351
-4% -$16K 0.1% 107
2022
Q3 		$417K Buy
9,710
+2,370
+32% +$114K 0.11% 99
2022
Q2 		$360K Buy
7,340
+2
+0% +$103 0.09% 106
2022
Q1 		$408K Buy
7,338
+98
+1% +$5.66K 0.09% 103
2021
Q4 		$433K Hold
7,240
– – 0.09% 101
2021
Q3 		$447K Buy
7,240
+199
+3% +$12.7K 0.1% 92
2021
Q2 		$472K Buy
7,041
+800
+13% +$52.7K 0.1% 94
2021
Q1 		$402K Hold
6,241
– – 0.1% 99
2020
Q4 		$387K Buy
6,241
+2,492
+66% +$144K 0.1% 97
2020
Q3 		$198K Sell
3,749
-2,206
-37% -$116K 0.07% 130
2020
Q2 		$283K Sell
5,955
-3,474
-37% -$155K 0.11% 86
2020
Q1 		$382K Buy
9,429
+3,294
+54% +$162K 0.21% 62
2019
Q4 		$328K Buy
+6,135
New +$316K 0.34% 44

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Carolinas Wealth Consulting's IEMG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2025, closing a stake of 10,401 shares — an estimated $561K sold.

Carolinas Wealth Consulting first reported a position in IEMG in Q4 2019 and held it in 22 quarters. The position peaked at $567K in Q3 2024. 1,903 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10,401 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $561K.
  • Carolinas Wealth Consulting first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares Core MSCI Emerging Markets ETF position peaked at $567K in Q3 2024.
  • 1,903 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.