Costello Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Costello Asset 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 Q2	$7.33K	Hold	88	–	–	﹤0.01%	537
2026 Q1	$6.12K	Hold	88	–	–	﹤0.01%	536
2025 Q4	$5.9K	Buy	88 +2	+2%	+$134	﹤0.01%	534
2025 Q3	$5.69K	Hold	86	–	–	﹤0.01%	527
2025 Q2	$5.18K	Buy	+86	New	+$4.8K	﹤0.01%	548
2023 Q3	–	Sell	-60	Closed	-$2.94K	–	202
2023 Q2	$2.94K	Hold	60	–	–	﹤0.01%	175
2023 Q1	$2.91K	Hold	60	–	–	﹤0.01%	187
2022 Q4	$2.78K	Hold	60	–	–	﹤0.01%	188
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	187
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	201
2022 Q1	$3K	Buy	+60	New	+$3.47K	﹤0.01%	210

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

Costello Asset Management's IEMG Position: Q2 2026 in Review

Costello Asset Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 88 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Costello Asset Management first reported a position in IEMG in Q1 2022 and has held it in 11 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Costello Asset Management held 88 shares of iShares Core MSCI Emerging Markets ETF worth $7.33K as of Q2 2026.
Costello Asset Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #537 holding.
Costello Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 11 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.