CWRP
IEMG icon

Cassady Wealth & Retirement Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Cassady Wealth & Retirement Planning’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 		$1.15M Sell
13,856
-1,158
-8% -$92.3K 0.53% 44
2026
Q1 		$1.18M Sell
15,014
-1,908
-11% -$138K 0.61% 44
2025
Q4 		$1.14M Buy
+16,922
New +$1.14M 0.74% 42

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cassady Wealth & Retirement Planning's IEMG Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.7% in Q2 2026, selling an estimated $92.3K and leaving 13,856 shares worth $1.15M. The position accounts for 0.53% of the portfolio, ranked #44.

Cassady Wealth & Retirement Planning first reported a position in IEMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2026. 857 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 13,856 shares of iShares Core MSCI Emerging Markets ETF worth $1.15M as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 1,158 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $92.3K.
  • iShares Core MSCI Emerging Markets ETF made up 0.53% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #44 holding.
  • Cassady Wealth & Retirement Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's iShares Core MSCI Emerging Markets ETF position peaked at $1.18M in Q1 2026.
  • 857 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.