Congress Wealth Management’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
2025
Q2
$12M Buy
199,572
+20,018
+11% +$1.12M 0.12% 211
2025
Q1
$9.69M Buy
179,554
+7,961
+5% +$429K 0.12% 203
2024
Q4
$8.96M Sell
171,593
-2,068
-1% -$115K 0.12% 212
2024
Q3
$9.97M Buy
173,661
+2,324
+1% +$126K 0.13% 211
2024
Q2
$9.17M Buy
171,337
+12,995
+8% +$685K 0.15% 186
2024
Q1
$8.17M Sell
158,342
-12,579
-7% -$630K 0.14% 185
2023
Q4
$8.65M Buy
170,921
+13,636
+9% +$661K 0.16% 172
2023
Q3
$7.49M Buy
157,285
+1,007
+0.6% +$49.8K 0.15% 174
2023
Q2
$7.7M Buy
156,278
+665
+0.4% +$32.5K 0.18% 151
2023
Q1
$7.59M Sell
155,613
-7,019
-4% -$344K 0.18% 150
2022
Q4
$7.59M Buy
162,632
+94,649
+139% +$4.3M 0.2% 150
2022
Q3
$2.92M Buy
67,983
+831
+1% +$39.8K 0.08% 233
2022
Q2
$3.29M Sell
67,152
-5,351
-7% -$277K 0.08% 231
2022
Q1
$4.03M Sell
72,503
-24,707
-25% -$1.43M 0.09% 230
2021
Q4
$5.82M Buy
+97,210
New +$6M 0.12% 203

Other funds holding IEMG

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

Congress Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q2 2025, buying an estimated $1.12M and bringing the position to 199,572 shares worth $12M. The position accounts for 0.12% of the portfolio, ranked #211.

Congress Wealth Management first reported a position in IEMG in Q4 2021 and has held it in 15 quarters since. 1,908 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

  • Congress Wealth Management held 199,572 shares of iShares Core MSCI Emerging Markets ETF worth $12M as of Q2 2025.
  • Congress Wealth Management bought 20,018 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $1.12M.
  • iShares Core MSCI Emerging Markets ETF made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #211 holding.
  • Congress Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,908 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

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