Core Wealth Advisors (Florida)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Core Wealth Advisors (Florida)’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	$276K	Hold	3,331	–	–	0.06%	111
2026 Q1	$232K	Hold	3,331	–	–	0.06%	101
2025 Q4	$224K	Sell	3,331 -362	-10%	-$24.3K	0.06%	90
2025 Q3	$243K	Buy	+3,693	New	+$230K	0.06%	82
2023 Q2	–	Sell	-81,307	Closed	-$3.97M	–	257
2023 Q1	$3.97M	Sell	81,307 -5,783	-7%	-$284K	1.58%	11
2022 Q4	$4.07M	Buy	87,090 +1,198	+1%	+$54.5K	1.78%	10
2022 Q3	$3.69M	Buy	85,892 +8,567	+11%	+$411K	2.15%	9
2022 Q2	$3.79M	Buy	77,325 +61,033	+375%	+$3.15M	2.33%	11
2022 Q1	$905K	Buy	+16,292	New	+$941K	0.51%	25
2020 Q2	–	Sell	-501	Closed	-$20K	–	144
2020 Q1	$20K	Hold	501	–	–	0.02%	70
2019 Q4	$27K	Buy	+501	New	+$25.8K	0.02%	71

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

Core Wealth Advisors (Florida)'s IEMG Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 3,331 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #111.

Core Wealth Advisors (Florida) first reported a position in IEMG in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.07M in Q4 2022. 2,397 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Core Wealth Advisors (Florida) held 3,331 shares of iShares Core MSCI Emerging Markets ETF worth $276K as of Q2 2026.
Core Wealth Advisors (Florida) left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.06% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #111 holding.
Core Wealth Advisors (Florida) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 11 quarters since.
Core Wealth Advisors (Florida)'s iShares Core MSCI Emerging Markets ETF position peaked at $4.07M in Q4 2022.
2,397 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.