Copia Wealth Management
IEMG icon

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

Copia 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
2026
Q3 		$137K Buy
1,678
+799
+91% +$64.3K 0.08% 134
2026
Q2 		$72.8K Hold
879
– – 0.04% 178
2026
Q1 		$61.3K Buy
879
+203
+30% +$14.7K 0.04% 184
2025
Q4 		$45.4K Buy
676
+83
+14% +$5.57K 0.03% 209
2025
Q3 		$39.1K Hold
593
– – 0.03% 208
2025
Q2 		$35.6K Hold
593
– – 0.03% 189
2025
Q1 		$32K Sell
593
-445
-43% -$24K 0.03% 188
2024
Q4 		$54.2K Buy
+1,038
New +$57.5K 0.05% 136

Other funds holding IEMG

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Copia Wealth Management's IEMG Position: Q3 2026 in Review

Copia Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 91% in Q3 2026, buying an estimated $64.3K and bringing the position to 1,678 shares worth $137K. The position accounts for 0.08% of the portfolio, ranked #134.

Copia Wealth Management first reported a position in IEMG in Q4 2024 and has held it in 8 quarters since. 2,122 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Copia Wealth Management held 1,678 shares of iShares Core MSCI Emerging Markets ETF worth $137K as of Q3 2026.
  • Copia Wealth Management bought 799 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $64.3K.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of Copia Wealth Management's portfolio in Q3 2026, its #134 holding.
  • Copia Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
  • 2,122 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Copia Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.