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

Castle 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 Q3	$334K	Sell	4,113 -711	-15%	-$57.2K	0.1%	100
2026 Q2	$400K	Buy	4,824 +1,644	+52%	+$131K	0.12%	96
2026 Q1	$222K	Hold	3,180	–	–	0.07%	125
2025 Q4	$214K	Hold	3,180	–	–	0.07%	127
2025 Q3	$210K	Buy	+3,180	New	+$198K	0.07%	121
2024 Q1	–	Sell	-4,180	Closed	-$211K	–	122
2023 Q4	$211K	Buy	+4,180	New	+$202K	0.13%	111
2023 Q3	–	Sell	-4,415	Closed	-$218K	–	109
2023 Q2	$218K	Sell	4,415 -600	-12%	-$29.3K	0.15%	100
2023 Q1	$245K	Hold	5,015	–	–	0.19%	96
2022 Q4	$234K	Hold	5,015	–	–	0.15%	97
2022 Q3	$216K	Hold	5,015	–	–	0.13%	99
2022 Q2	$246K	Buy	+5,015	New	+$259K	0.14%	99

Other funds holding IEMG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Castle Wealth Management's IEMG Position: Q3 2026 in Review

Castle Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 15% in Q3 2026, selling an estimated $57.2K and leaving 4,113 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #100.

Castle Wealth Management first reported a position in IEMG in Q2 2022 and has held it in 11 quarters since. The position peaked at $400K in Q2 2026. 2,231 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Castle Wealth Management held 4,113 shares of iShares Core MSCI Emerging Markets ETF worth $334K as of Q3 2026.
Castle Wealth Management sold 711 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $57.2K.
iShares Core MSCI Emerging Markets ETF made up 0.1% of Castle Wealth Management's portfolio in Q3 2026, its #100 holding.
Castle Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 11 quarters since.
Castle Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $400K in Q2 2026.
2,231 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Castle Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.