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Causey Wealth LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Causey Wealth LLC’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 		$8.42M Sell
101,683
-280
-0.3% -$22.3K 3.29% 11
2026
Q1 		$7.11M Sell
101,963
-6,377
-6% -$460K 3.02% 14
2025
Q4 		$7.28M Buy
108,340
+6,404
+6% +$430K 3.31% 12
2025
Q3 		$6.72M Sell
101,936
-8,227
-7% -$513K 3.28% 12
2025
Q2 		$6.61M Sell
110,163
-18,271
-14% -$1.02M 3.4% 11
2025
Q1 		$6.93M Sell
128,434
-23,188
-15% -$1.25M 3.88% 9
2024
Q4 		$7.92M Buy
+151,622
New +$8.4M 4.61% 5

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Causey Wealth LLC's IEMG Position: Q2 2026 in Review

Causey Wealth LLC reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.27% in Q2 2026, selling an estimated $22.3K and leaving 101,683 shares worth $8.42M. The position accounts for 3.29% of the portfolio, ranked #11.

Causey Wealth LLC first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. 2,396 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Causey Wealth LLC held 101,683 shares of iShares Core MSCI Emerging Markets ETF worth $8.42M as of Q2 2026.
  • Causey Wealth LLC sold 280 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $22.3K.
  • iShares Core MSCI Emerging Markets ETF made up 3.29% of Causey Wealth LLC's portfolio in Q2 2026, its #11 holding.
  • Causey Wealth LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,396 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.