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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$361K Sell
4,356
-999
-19% -$79.6K 0.31% 45
2026
Q1
$374K Sell
5,355
-23,254
-81% -$1.68M 0.35% 42
2025
Q4
$2.08M Buy
+28,609
New +$1.92M 1.81% 19

Other funds holding IEMG

Curtis Wealth Management's IEMG Position: Q2 2026 in Review

Curtis Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 19% in Q2 2026, selling an estimated $79.6K and leaving 4,356 shares worth $361K. The position accounts for 0.31% of the portfolio, ranked #45.

Curtis Wealth Management first reported a position in IEMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Curtis Wealth Management held 4,356 shares of iShares Core MSCI Emerging Markets ETF worth $361K as of Q2 2026.
  • Curtis Wealth Management sold 999 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $79.6K.
  • iShares Core MSCI Emerging Markets ETF made up 0.31% of Curtis Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Curtis Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Curtis Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.08M in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.