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

CarsonAllaria 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 Q2	$7.64M	Buy	92,245 +1,695	+2%	+$135K	3.31%	8
2026 Q1	$6.32M	Buy	90,550 +25	+0%	+$1.8K	3.12%	12
2025 Q4	$6.09M	Buy	90,525 +1,929	+2%	+$129K	3.02%	11
2025 Q3	$5.84M	Buy	88,596 +4,960	+6%	+$309K	3.04%	11
2025 Q2	$5.02M	Buy	83,636 +6,672	+9%	+$372K	2.69%	11
2025 Q1	$4.15M	Buy	76,964 +2,708	+4%	+$146K	2.41%	15
2024 Q4	$3.88M	Buy	74,256 +4,344	+6%	+$241K	2.22%	14
2024 Q3	$4.01M	Sell	69,912 -3,782	-5%	-$205K	2.3%	15
2024 Q2	$3.94M	Buy	73,694 +2,779	+4%	+$147K	2.41%	14
2024 Q1	$3.66M	Buy	70,915 +4,466	+7%	+$224K	2.3%	14
2023 Q4	$3.36M	Buy	66,449 +5,387	+9%	+$261K	2.41%	15
2023 Q3	$2.91M	Buy	61,062 +4,869	+9%	+$241K	2.36%	14
2023 Q2	$2.77M	Buy	56,193 +2,618	+5%	+$128K	2.18%	15
2023 Q1	$2.61M	Buy	53,575 +2,952	+6%	+$145K	2.2%	15
2022 Q4	$2.36M	Buy	50,623 +1,390	+3%	+$63.2K	2.07%	15
2022 Q3	$2.12M	Buy	49,233 +5,583	+13%	+$268K	1.97%	15
2022 Q2	$2.14M	Buy	43,650 +3,896	+10%	+$201K	2%	15
2022 Q1	$2.21M	Buy	39,754 +9,759	+33%	+$564K	1.98%	17
2021 Q4	$1.8M	Buy	+29,995	New	+$1.85M	1.59%	18

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

CarsonAllaria Wealth Management's IEMG Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.9% in Q2 2026, buying an estimated $135K and bringing the position to 92,245 shares worth $7.64M. The position accounts for 3.31% of the portfolio, ranked #8.

CarsonAllaria Wealth Management first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

CarsonAllaria Wealth Management held 92,245 shares of iShares Core MSCI Emerging Markets ETF worth $7.64M as of Q2 2026.
CarsonAllaria Wealth Management bought 1,695 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $135K.
iShares Core MSCI Emerging Markets ETF made up 3.31% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #8 holding.
CarsonAllaria Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.