Defined Wealth Management
IEMG icon

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

Defined Wealth 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
Q3 		$1.22M Sell
14,994
-884
-6% -$71.1K 0.62% 47
2026
Q2 		$1.32M Sell
15,878
-71,556
-82% -$5.7M 0.68% 42
2026
Q1 		$6.1M Buy
87,434
+2,022
+2% +$146K 3.57% 4
2025
Q4 		$5.74M Sell
85,412
-104
-0.1% -$6.98K 3.31% 7
2025
Q3 		$5.64M Buy
85,516
+286
+0.3% +$17.8K 3.27% 7
2025
Q2 		$5.12M Buy
85,230
+5,558
+7% +$310K 3.17% 8
2025
Q1 		$4.3M Buy
79,672
+4,855
+6% +$261K 2.89% 9
2024
Q4 		$3.91M Sell
74,817
-924
-1% -$51.2K 2.59% 10
2024
Q3 		$4.35M Buy
75,741
+3,725
+5% +$202K 2.82% 9
2024
Q2 		$3.86M Buy
72,016
+30,225
+72% +$1.59M 2.68% 9
2024
Q1 		$2.16M Sell
41,791
-1,059
-2% -$53K 1.55% 19
2023
Q4 		$2.17M Sell
42,850
-10,196
-19% -$494K 1.66% 17
2023
Q3 		$2.52M Buy
53,046
+3,829
+8% +$189K 2.15% 15
2023
Q2 		$2.43M Buy
49,217
+836
+2% +$40.8K 2.05% 15
2023
Q1 		$2.36M Buy
48,381
+10,143
+27% +$498K 2.2% 17
2022
Q4 		$1.79M Buy
38,238
+4,105
+12% +$187K 1.68% 16
2022
Q3 		$1.47M Buy
34,133
+3,574
+12% +$171K 1.6% 17
2022
Q2 		$1.5M Sell
30,559
-274
-0.9% -$14.2K 1.54% 17
2022
Q1 		$1.71M Sell
30,833
-6,526
-17% -$377K 1.51% 19
2021
Q4 		$2.24M Sell
37,359
-2,623
-7% -$162K 1.83% 16
2021
Q3 		$2.47M Sell
39,982
-252
-0.6% -$16K 2.19% 13
2021
Q2 		$2.7M Sell
40,234
-12,522
-24% -$825K 2.4% 12
2021
Q1 		$3.4M Buy
52,756
+3,401
+7% +$224K 3.22% 9
2020
Q4 		$3.06M Buy
+49,355
New +$2.85M 3.02% 8

Other funds holding IEMG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Defined Wealth Management's IEMG Position: Q3 2026 in Review

Defined Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.6% in Q3 2026, selling an estimated $71.1K and leaving 14,994 shares worth $1.22M. The position accounts for 0.62% of the portfolio, ranked #47.

Defined Wealth Management first reported a position in IEMG in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.1M in Q1 2026. 840 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Defined Wealth Management held 14,994 shares of iShares Core MSCI Emerging Markets ETF worth $1.22M as of Q3 2026.
  • Defined Wealth Management sold 884 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $71.1K.
  • iShares Core MSCI Emerging Markets ETF made up 0.62% of Defined Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Defined Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $6.1M in Q1 2026.
  • 840 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.