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

Compass 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 		– Sell
-17
Closed -$918 – 266
2025
Q1 		$918 Buy
+17
New +$915 ﹤0.01% 420

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Compass Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2025, closing a stake of 17 shares — an estimated $918 sold.

Compass Wealth Management first reported a position in IEMG in Q1 2025 and held it in 1 quarter. The position peaked at $918 in Q1 2025. 1,903 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

  • Compass Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 17 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $918.
  • Compass Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $918 in Q1 2025.
  • 1,903 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.