Cooper Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Cooper Financial Group’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	$1.38M	Sell	16,705 -27,890	-63%	-$2.22M	0.11%	131
2026 Q1	$3.11M	Buy	44,595 +9,529	+27%	+$688K	0.31%	57
2025 Q4	$2.36M	Buy	35,066 +14,536	+71%	+$975K	0.25%	71
2025 Q3	$1.35M	Buy	20,530 +1,388	+7%	+$86.6K	0.15%	106
2025 Q2	$1.15M	Sell	19,142 -4,207	-18%	-$235K	0.14%	128
2025 Q1	$1.26M	Buy	23,349 +7,682	+49%	+$414K	0.17%	114
2024 Q4	$818K	Buy	15,667 +1,825	+13%	+$101K	0.1%	170
2024 Q3	$795K	Buy	13,842 +1,277	+10%	+$69.1K	0.1%	173
2024 Q2	$673K	Buy	12,565 +1,620	+15%	+$85.4K	0.1%	178
2024 Q1	$565K	Sell	10,945 -1,969	-15%	-$98.6K	0.09%	196
2023 Q4	$653K	Sell	12,914 -11,254	-47%	-$545K	0.12%	166
2023 Q3	$1.15M	Sell	24,168 -6,697	-22%	-$331K	0.28%	82
2023 Q2	$1.52M	Buy	30,865 +1,804	+6%	+$88.1K	0.38%	61
2023 Q1	$1.42M	Buy	29,061 +20,799	+252%	+$1.02M	0.38%	62
2022 Q4	$386K	Sell	8,262 -557	-6%	-$25.3K	0.12%	176
2022 Q3	$379K	Buy	8,819 +230	+3%	+$11K	0.14%	154
2022 Q2	$421K	Sell	8,589 -5,466	-39%	-$282K	0.15%	142
2022 Q1	$781K	Buy	14,055 +1,099	+8%	+$63.5K	0.3%	75
2021 Q4	$776K	Sell	12,956 -388	-3%	-$23.9K	0.29%	86
2021 Q3	$824K	Sell	13,344 -28	-0.2%	-$1.78K	0.17%	90
2021 Q2	$896K	Sell	13,372 -125	-0.9%	-$8.24K	0.18%	82
2021 Q1	$869K	Sell	13,497 -3,803	-22%	-$250K	0.2%	75
2020 Q4	$1.07M	Buy	17,300 +2,282	+15%	+$132K	0.22%	82
2020 Q3	$793K	Sell	15,018 -446	-3%	-$23.4K	0.23%	61
2020 Q2	$736K	Buy	15,464 +6,069	+65%	+$271K	0.24%	61
2020 Q1	$380K	Sell	9,395 -7,950	-46%	-$390K	0.16%	92
2019 Q4	$932K	Buy	17,345 +1,736	+11%	+$89.5K	0.37%	43
2019 Q3	$765K	Buy	15,609 +3,229	+26%	+$160K	0.35%	45
2019 Q2	$637K	Buy	12,380 +635	+5%	+$32.5K	0.31%	48
2019 Q1	$607K	Buy	11,745 +1,564	+15%	+$79.2K	0.33%	42
2018 Q4	$480K	Buy	+10,181	New	+$492K	0.33%	49

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

Cooper Financial Group's IEMG Position: Q2 2026 in Review

Cooper Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 63% in Q2 2026, selling an estimated $2.22M and leaving 16,705 shares worth $1.38M. The position accounts for 0.11% of the portfolio, ranked #131.

Cooper Financial Group first reported a position in IEMG in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.11M in Q1 2026. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Cooper Financial Group held 16,705 shares of iShares Core MSCI Emerging Markets ETF worth $1.38M as of Q2 2026.
Cooper Financial Group sold 27,890 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.22M.
iShares Core MSCI Emerging Markets ETF made up 0.11% of Cooper Financial Group's portfolio in Q2 2026, its #131 holding.
Cooper Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
Cooper Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $3.11M in Q1 2026.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.