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

Centricity 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
2025
Q2 		$24.5K Hold
408
– – 0.02% 239
2025
Q1 		$22K Hold
408
– – 0.02% 243
2024
Q4 		$21.3K Buy
+408
New +$22.6K 0.02% 246

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Centricity Wealth Management's IEMG Position: Q2 2025 in Review

Centricity Wealth Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2025 at 408 shares worth $24.5K. The position accounts for 0.02% of the portfolio, ranked #239.

Centricity Wealth Management first reported a position in IEMG in Q4 2024 and has held it in 3 quarters since. 1,908 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

  • Centricity Wealth Management held 408 shares of iShares Core MSCI Emerging Markets ETF worth $24.5K as of Q2 2025.
  • Centricity Wealth Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2025.
  • iShares Core MSCI Emerging Markets ETF made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #239 holding.
  • Centricity Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,908 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.