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

Core Wealth Advisors (Indiana)’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	$5.67M	Sell	68,445 -43,342	-39%	-$3.45M	4.18%	6
2026 Q1	$7.8M	Sell	111,787 -13,604	-11%	-$982K	6%	6
2025 Q4	$8.43M	Buy	+125,391	New	+$8.41M	6.64%	5

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 (Indiana)'s IEMG Position: Q2 2026 in Review

Core Wealth Advisors (Indiana) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 39% in Q2 2026, selling an estimated $3.45M and leaving 68,445 shares worth $5.67M. The position accounts for 4.18% of the portfolio, ranked #6.

Core Wealth Advisors (Indiana) first reported a position in IEMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.43M in Q4 2025. 2,403 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Core Wealth Advisors (Indiana) held 68,445 shares of iShares Core MSCI Emerging Markets ETF worth $5.67M as of Q2 2026.
Core Wealth Advisors (Indiana) sold 43,342 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.45M.
iShares Core MSCI Emerging Markets ETF made up 4.18% of Core Wealth Advisors (Indiana)'s portfolio in Q2 2026, its #6 holding.
Core Wealth Advisors (Indiana) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
Core Wealth Advisors (Indiana)'s iShares Core MSCI Emerging Markets ETF position peaked at $8.43M in Q4 2025.
2,403 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Core Wealth Advisors (Indiana)'s 13F filing for Q2 2026, filed 4 Aug 2026.