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

Circle 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	$5.5M	Buy	66,361 +9,827	+17%	+$783K	0.07%	54
2026 Q1	$3.94M	Buy	56,534 +1,987	+4%	+$143K	0.06%	56
2025 Q4	$3.67M	Hold	54,547	–	–	0.06%	60
2025 Q3	$3.6M	Sell	54,547 -17,959	-25%	-$1.12M	0.07%	59
2025 Q2	$4.35M	Sell	72,506 -11,702	-14%	-$653K	0.09%	50
2025 Q1	$4.54M	Sell	84,208 -15,702	-16%	-$845K	0.1%	42
2024 Q4	$5.22M	Sell	99,910 -1,330	-1%	-$73.7K	0.11%	46
2024 Q3	$5.81M	Buy	101,240 +10,174	+11%	+$551K	0.13%	44
2024 Q2	$4.87M	Hold	91,066	–	–	0.11%	43
2024 Q1	$4.7M	Hold	91,066	–	–	0.12%	47
2023 Q4	$4.61M	Sell	91,066 -300,885	-77%	-$14.6M	0.12%	45
2023 Q3	$18.7M	Buy	+391,951	New	+$19.4M	0.46%	18

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 22.9% 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

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

Circle Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 17% in Q2 2026, buying an estimated $783K and bringing the position to 66,361 shares worth $5.5M. The position accounts for 0.07% of the portfolio, ranked #54.

Circle Wealth Management first reported a position in IEMG in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.7M in Q3 2023. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Circle Wealth Management held 66,361 shares of iShares Core MSCI Emerging Markets ETF worth $5.5M as of Q2 2026.
Circle Wealth Management bought 9,827 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $783K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Circle Wealth Management's portfolio in Q2 2026, its #54 holding.
Circle Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
Circle Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $18.7M in Q3 2023.
2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.