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 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

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

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

Castle Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 52% in Q2 2026, buying an estimated $131K and bringing the position to 4,824 shares worth $400K. The position accounts for 0.12% of the portfolio, ranked #96.

Castle Wealth Management first reported a position in IEMG in Q2 2022 and has held it in 10 quarters since. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Castle Wealth Management held 4,824 shares of iShares Core MSCI Emerging Markets ETF worth $400K as of Q2 2026.
Castle Wealth Management bought 1,644 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $131K.
iShares Core MSCI Emerging Markets ETF made up 0.12% of Castle Wealth Management's portfolio in Q2 2026, its #96 holding.
Castle Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 10 quarters since.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.