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

Cypress Wealth Services’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	$6.83M	Sell	82,503 -28,113	-25%	-$2.24M	0.84%	29
2026 Q1	$7.72M	Sell	110,616 -12,219	-10%	-$882K	1.09%	20
2025 Q4	$8.26M	Buy	122,835 +29,503	+32%	+$1.98M	1.14%	22
2025 Q3	$6.15M	Buy	93,332 +7,889	+9%	+$492K	1.01%	24
2025 Q2	$5.13M	Buy	85,443 +28,238	+49%	+$1.58M	0.92%	29
2025 Q1	$3.09M	Buy	57,205 +22,792	+66%	+$1.23M	0.63%	34
2024 Q4	$1.8M	Sell	34,413 -2,015	-6%	-$112K	0.36%	55
2024 Q3	$2.09M	Sell	36,428 -7,916	-18%	-$428K	0.43%	51
2024 Q2	$2.37M	Buy	44,344 +20,381	+85%	+$1.07M	0.53%	44
2024 Q1	$1.24M	Sell	23,963 -19,387	-45%	-$971K	0.29%	69
2023 Q4	$2.19M	Sell	43,350 -14,156	-25%	-$686K	0.55%	43
2023 Q3	$2.74M	Sell	57,506 -25,865	-31%	-$1.28M	0.76%	33
2023 Q2	$4.26M	Buy	83,371 +138	+0.2%	+$6.74K	1.12%	23
2023 Q1	$4.06M	Buy	+83,233	New	+$4.08M	1.19%	22
2022 Q1	–	Sell	-5,246	Closed	-$314K	–	247
2021 Q4	$314K	Buy	5,246 +502	+11%	+$31K	0.09%	171
2021 Q3	$293K	Sell	4,744 -81	-2%	-$5.16K	0.09%	175
2021 Q2	$323K	Sell	4,825 -30,710	-86%	-$2.02M	0.09%	189
2021 Q1	$2.29M	Buy	35,535 +30,272	+575%	+$1.99M	0.48%	47
2020 Q4	$327K	Buy	+5,263	New	+$303K	0.07%	194
2020 Q2	–	Sell	-50,515	Closed	-$2.04M	–	280
2020 Q1	$2.04M	Sell	50,515 -10,652	-17%	-$523K	0.6%	51
2019 Q4	$3.29M	Buy	61,167 +35,838	+141%	+$1.85M	0.83%	36
2019 Q3	$1.24M	Buy	25,329 +10,077	+66%	+$500K	0.34%	91
2019 Q2	$785K	Buy	15,252 +5,067	+50%	+$259K	0.23%	106
2019 Q1	$527K	Buy	+10,185	New	+$516K	0.17%	117
2018 Q3	–	Sell	-6,956	Closed	-$365K	–	234
2018 Q2	$365K	Buy	+6,956	New	+$390K	0.14%	148

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

Cypress Wealth Services's IEMG Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q2 2026, selling an estimated $2.24M and leaving 82,503 shares worth $6.83M. The position accounts for 0.84% of the portfolio, ranked #29.

Cypress Wealth Services first reported a position in IEMG in Q2 2018 and has held it in 25 quarters since. The position peaked at $8.26M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Cypress Wealth Services held 82,503 shares of iShares Core MSCI Emerging Markets ETF worth $6.83M as of Q2 2026.
Cypress Wealth Services sold 28,113 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.24M.
iShares Core MSCI Emerging Markets ETF made up 0.84% of Cypress Wealth Services's portfolio in Q2 2026, its #29 holding.
Cypress Wealth Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and has held it in 25 quarters since.
Cypress Wealth Services's iShares Core MSCI Emerging Markets ETF position peaked at $8.26M in Q4 2025.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.