Concord Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$99K Buy
+1,195
New +$95.3K 0.01% 291
2026
Q1
Sell
-1,415
Closed -$95.1K 471
2025
Q4
$95.1K Buy
1,415
+15
+1% +$1.01K 0.01% 260
2025
Q3
$92.3K Hold
1,400
0.01% 262
2025
Q2
$84K Sell
1,400
-106
-7% -$5.92K 0.01% 286
2025
Q1
$81.3K Hold
1,506
0.01% 265
2024
Q4
$78.7K Buy
1,506
+18
+1% +$997 0.01% 275
2024
Q3
$85.4K Sell
1,488
-45
-3% -$2.44K 0.01% 271
2024
Q2
$82.1K Sell
1,533
-803
-34% -$42.3K 0.01% 256
2024
Q1
$121K Buy
2,336
+9
+0.4% +$451 0.02% 253
2023
Q4
$118K Sell
2,327
-521
-18% -$25.2K 0.02% 261
2023
Q3
$136K Sell
2,848
-293
-9% -$14.5K 0.03% 244
2023
Q2
$155K Sell
3,141
-39
-1% -$1.91K 0.03% 219
2023
Q1
$155K Sell
3,180
-164
-5% -$8.04K 0.04% 195
2022
Q4
$156K Buy
+3,344
New +$152K 0.05% 187
2022
Q3
Sell
-3,320
Closed -$163K 605
2022
Q2
$163K Sell
3,320
-1,251
-27% -$64.6K 0.04% 187
2022
Q1
$254K Sell
4,571
-1,452
-24% -$83.9K 0.07% 153
2021
Q4
$361K Buy
6,023
+4,979
+477% +$307K 0.09% 121
2021
Q3
$64K Sell
1,044
-1,124
-52% -$71.6K 0.03% 179
2021
Q2
$145K Sell
2,168
-1,437
-40% -$94.7K 0.04% 177
2021
Q1
$232K Buy
3,605
+2,770
+332% +$182K 0.08% 112
2020
Q4
$52K Buy
+835
New +$48.1K 0.04% 203

Other funds holding IEMG

Concord Wealth Partners's IEMG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026: 1,195 shares worth $99K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IEMG as recently as Q4 2025.

Concord Wealth Partners first reported a position in IEMG in Q4 2020 and has held it in 21 quarters since. The position peaked at $361K in Q4 2021. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Concord Wealth Partners held 1,195 shares of iShares Core MSCI Emerging Markets ETF worth $99K as of Q2 2026.
  • iShares Core MSCI Emerging Markets ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #291 holding.
  • Concord Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $361K in Q4 2021.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.