Clearstead Trust’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Clearstead Trust’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	$128K	Hold	1,544	–	–	0.02%	227
2026 Q1	$108K	Buy	1,544 +131	+9%	+$9.46K	0.02%	238
2025 Q4	$95K	Hold	1,413	–	–	0.02%	260
2025 Q3	$93.1K	Sell	1,413 -124	-8%	-$7.73K	0.02%	250
2025 Q2	$92.3K	Buy	1,537 +203	+15%	+$11.3K	0.02%	254
2025 Q1	$72K	Buy	1,334 +1,199	+888%	+$64.5K	0.02%	245
2024 Q4	$7.05K	Hold	135	–	–	﹤0.01%	376
2024 Q3	$7.75K	Hold	135	–	–	﹤0.01%	361
2024 Q2	$7.23K	Hold	135	–	–	﹤0.01%	372
2024 Q1	$6.97K	Sell	135 -116	-46%	-$5.81K	﹤0.01%	368
2023 Q4	$12.7K	Sell	251 -3,007	-92%	-$146K	﹤0.01%	327
2023 Q3	$155K	Buy	3,258 +162	+5%	+$8.02K	0.05%	146
2023 Q2	$153K	Sell	3,096 -1,078	-26%	-$52.6K	0.05%	150
2023 Q1	$204K	Hold	4,174	–	–	0.07%	126
2022 Q4	$195K	Sell	4,174 -3,204	-43%	-$146K	0.07%	129
2022 Q3	$317K	Buy	+7,378	New	+$354K	0.11%	96
2019 Q1	–	Sell	-760	Closed	-$36K	–	212
2018 Q4	$36K	Hold	760	–	–	0.03%	150
2018 Q3	$39K	Sell	760 -597	-44%	-$31.2K	0.03%	139
2018 Q2	$71K	Buy	+1,357	New	+$76.1K	0.06%	125
2018 Q1	–	Sell	-1,006	Closed	-$57K	–	151
2017 Q4	$57K	Hold	1,006	–	–	0.04%	146
2017 Q3	$54K	Hold	1,006	–	–	0.04%	157
2017 Q2	$50K	Buy	+1,006	New	+$49.6K	0.04%	159

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

Clearstead Trust's IEMG Position: Q2 2026 in Review

Clearstead Trust held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 1,544 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #227.

Clearstead Trust first reported a position in IEMG in Q2 2017 and has held it in 22 quarters since. The position peaked at $317K in Q3 2022. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Clearstead Trust held 1,544 shares of iShares Core MSCI Emerging Markets ETF worth $128K as of Q2 2026.
Clearstead Trust left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Clearstead Trust's portfolio in Q2 2026, its #227 holding.
Clearstead Trust first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 22 quarters since.
Clearstead Trust's iShares Core MSCI Emerging Markets ETF position peaked at $317K in Q3 2022.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.