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Confluence Wealth Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Confluence Wealth Services’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 		$1.25M Buy
15,143
+3,452
+30% +$275K 0.04% 199
2026
Q1 		$815K Buy
11,691
+150
+1% +$10.8K 0.03% 216
2025
Q4 		$776K Buy
11,541
+8,293
+255% +$556K 0.03% 215
2025
Q3 		$214K Buy
+3,248
New +$203K 0.01% 355
2025
Q1 		– Sell
-20,251
Closed -$1.08M – 346
2024
Q4 		$1.08M Buy
20,251
+68
+0.3% +$3.77K 0.07% 147
2024
Q3 		$1.16M Sell
20,183
-175
-0.9% -$9.47K 0.08% 127
2024
Q2 		$1.09M Buy
20,358
+990
+5% +$52.2K 0.09% 138
2024
Q1 		$999K Sell
19,368
-111
-0.6% -$5.56K 0.09% 128
2023
Q4 		$985K Buy
+19,479
New +$944K 0.11% 110
2022
Q1 		– Sell
-5,454
Closed -$326K – 660
2021
Q4 		$326K Buy
+5,454
New +$337K 0.11% 178

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Confluence Wealth Services's IEMG Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 30% in Q2 2026, buying an estimated $275K and bringing the position to 15,143 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #199.

Confluence Wealth Services first reported a position in IEMG in Q4 2021 and has held it in 10 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Confluence Wealth Services held 15,143 shares of iShares Core MSCI Emerging Markets ETF worth $1.25M as of Q2 2026.
  • Confluence Wealth Services bought 3,452 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $275K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of Confluence Wealth Services's portfolio in Q2 2026, its #199 holding.
  • Confluence Wealth Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 10 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.