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

CreativeOne Wealth’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	$4.8M	Sell	57,923 -2,224	-4%	-$177K	0.1%	173
2026 Q1	$4.2M	Sell	60,147 -2,476	-4%	-$179K	0.1%	196
2025 Q4	$4.21M	Buy	62,623 +274	+0.4%	+$18.4K	0.1%	179
2025 Q3	$4.11M	Buy	62,349 +3,386	+6%	+$211K	0.1%	188
2025 Q2	$3.54M	Buy	58,963 +8,592	+17%	+$479K	0.09%	205
2025 Q1	$2.72M	Buy	50,371 +11,538	+30%	+$621K	0.08%	239
2024 Q4	$2.03M	Buy	38,833 +4,071	+12%	+$225K	0.06%	291
2024 Q3	$2M	Buy	34,762 +8,780	+34%	+$475K	0.07%	263
2024 Q2	$1.39M	Sell	25,982 -23,783	-48%	-$1.25M	0.07%	252
2024 Q1	$2.57M	Sell	49,765 -44,883	-47%	-$2.25M	0.1%	182
2023 Q4	$4.79M	Sell	94,648 -96,004	-50%	-$4.65M	0.31%	77
2023 Q3	$9.07M	Sell	190,652 -206,217	-52%	-$10.2M	0.65%	33
2023 Q2	$19.6M	Buy	396,869 +24,488	+7%	+$1.2M	0.91%	21
2023 Q1	$18.2M	Buy	372,381 +355,403	+2,093%	+$17.4M	0.9%	21
2022 Q4	$793K	Buy	16,978 +4,887	+40%	+$222K	0.04%	329
2022 Q3	$520K	Sell	12,091 -1,934	-14%	-$92.7K	0.03%	393
2022 Q2	$688K	Sell	14,025 -20,733	-60%	-$1.07M	0.04%	327
2022 Q1	$1.93M	Buy	34,758 +8,495	+32%	+$491K	0.1%	167
2021 Q4	$1.57M	Sell	26,263 -641	-2%	-$39.6K	0.08%	217
2021 Q3	$1.66M	Sell	26,904 -5,204	-16%	-$331K	0.1%	178
2021 Q2	$2.15M	Buy	32,108 +26,665	+490%	+$1.76M	0.13%	145
2021 Q1	$351K	Buy	5,443 +735	+16%	+$48.4K	0.03%	411
2020 Q4	$292K	Buy	4,708 +260	+6%	+$15K	0.02%	377
2020 Q3	$235K	Buy	+4,448	New	+$233K	0.03%	239
2020 Q1	–	Sell	-3,952	Closed	-$212K	–	211
2019 Q4	$212K	Buy	+3,952	New	+$204K	0.04%	209

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

CreativeOne Wealth's IEMG Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.7% in Q2 2026, selling an estimated $177K and leaving 57,923 shares worth $4.8M. The position accounts for 0.1% of the portfolio, ranked #173.

CreativeOne Wealth first reported a position in IEMG in Q4 2019 and has held it in 25 quarters since. The position peaked at $19.6M in Q2 2023. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

CreativeOne Wealth held 57,923 shares of iShares Core MSCI Emerging Markets ETF worth $4.8M as of Q2 2026.
CreativeOne Wealth sold 2,224 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $177K.
iShares Core MSCI Emerging Markets ETF made up 0.1% of CreativeOne Wealth's portfolio in Q2 2026, its #173 holding.
CreativeOne Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 25 quarters since.
CreativeOne Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $19.6M in Q2 2023.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.