Copperleaf Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Copperleaf Capital’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
2025 Q3	$3M	Buy	45,444 +18,820	+71%	+$1.17M	1.44%	20
2025 Q2	$1.6M	Buy	26,624 +1,824	+7%	+$102K	0.81%	33
2025 Q1	$1.34M	Buy	24,800 +11,425	+85%	+$615K	0.8%	35
2024 Q4	$698K	Buy	13,375 +3,190	+31%	+$177K	0.44%	58
2024 Q3	$585K	Buy	10,185 +527	+5%	+$28.5K	0.45%	66
2024 Q2	$517K	Sell	9,658 -8,421	-47%	-$444K	0.41%	66
2024 Q1	$933K	Sell	18,079 -2,640	-13%	-$132K	0.81%	39
2023 Q4	$1.05M	Sell	20,719 -2,192	-10%	-$106K	1.07%	31
2023 Q3	$1.09M	Sell	22,911 -14,461	-39%	-$716K	1.18%	28
2023 Q2	$1.84M	Sell	37,372 -9,565	-20%	-$467K	1.73%	16
2023 Q1	$2.29M	Buy	+46,937	New	+$2.3M	2.28%	12
2020 Q4	–	Sell	-19,195	Closed	-$1.01M	–	54
2020 Q3	$1.01M	Sell	19,195 -1,343	-7%	-$70.4K	0.97%	35
2020 Q2	$978K	Sell	20,538 -4,310	-17%	-$192K	1.01%	32
2020 Q1	$1.01M	Sell	24,848 -20,471	-45%	-$1.01M	1.21%	30
2019 Q4	$2.44M	Buy	+45,319	New	+$2.34M	2.47%	11

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Copperleaf Capital's IEMG Position: Q3 2025 in Review

Copperleaf Capital increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 71% in Q3 2025, buying an estimated $1.17M and bringing the position to 45,444 shares worth $3M. The position accounts for 1.44% of the portfolio, ranked #20.

Copperleaf Capital first reported a position in IEMG in Q4 2019 and has held it in 15 quarters since. 1,970 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

Copperleaf Capital held 45,444 shares of iShares Core MSCI Emerging Markets ETF worth $3M as of Q3 2025.
Copperleaf Capital bought 18,820 iShares Core MSCI Emerging Markets ETF shares in Q3 2025, an estimated $1.17M.
iShares Core MSCI Emerging Markets ETF made up 1.44% of Copperleaf Capital's portfolio in Q3 2025, its #20 holding.
Copperleaf Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 15 quarters since.
1,970 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.