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Disciplined Investments’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Disciplined Investments’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 		$4.01M Sell
48,447
-601
-1% -$47.9K 1.3% 23
2026
Q1 		$3.42M Buy
49,048
+342
+0.7% +$24.7K 1.23% 24
2025
Q4 		$3.27M Sell
48,706
-1,368
-3% -$91.8K 1.26% 24
2025
Q3 		$3.3M Sell
50,074
-716
-1% -$44.7K 1.31% 23
2025
Q2 		$3.05M Sell
50,790
-795
-2% -$44.4K 1.29% 27
2025
Q1 		$2.78M Buy
51,585
+565
+1% +$30.4K 1.28% 24
2024
Q4 		$2.66M Buy
51,020
+483
+1% +$26.7K 1.31% 26
2024
Q3 		$2.9M Buy
50,537
+729
+1% +$39.5K 1.43% 26
2024
Q2 		$2.67M Sell
49,808
-649
-1% -$34.2K 1.42% 25
2024
Q1 		$2.6M Buy
50,457
+89
+0.2% +$4.46K 1.42% 27
2023
Q4 		$2.55M Buy
50,368
+3,771
+8% +$183K 1.49% 26
2023
Q3 		$2.22M Sell
46,597
-963
-2% -$47.7K 1.35% 27
2023
Q2 		$2.34M Sell
47,560
-6,375
-12% -$311K 1.25% 28
2023
Q1 		$2.63M Buy
53,935
+294
+0.5% +$14.4K 1.11% 28
2022
Q4 		$2.51M Buy
53,641
+22,487
+72% +$1.02M 1.23% 27
2022
Q3 		$1.34M Sell
31,154
-92
-0.3% -$4.41K 0.62% 44
2022
Q2 		$1.53M Sell
31,246
-88
-0.3% -$4.55K 0.69% 43
2022
Q1 		$1.74M Buy
31,334
+1,050
+3% +$60.7K 0.72% 40
2021
Q4 		$1.81M Sell
30,284
-113
-0.4% -$6.97K 0.8% 37
2021
Q3 		$1.88M Buy
30,397
+1,300
+4% +$82.8K 0.91% 35
2021
Q2 		$1.95M Buy
29,097
+7,544
+35% +$497K 1% 34
2021
Q1 		$1.39M Sell
21,553
-1,588
-7% -$104K 0.82% 36
2020
Q4 		$1.44M Sell
23,141
-298
-1% -$17.2K 0.96% 33
2020
Q3 		$1.24M Sell
23,439
-1,663
-7% -$87.2K 0.91% 34
2020
Q2 		$1.2M Buy
25,102
+958
+4% +$42.8K 0.93% 34
2020
Q1 		$977K Buy
24,144
+4,138
+21% +$203K 0.93% 31
2019
Q4 		$1.08M Buy
+20,006
New +$1.03M 0.91% 29

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Disciplined Investments's IEMG Position: Q2 2026 in Review

Disciplined Investments reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.2% in Q2 2026, selling an estimated $47.9K and leaving 48,447 shares worth $4.01M. The position accounts for 1.3% of the portfolio, ranked #23.

Disciplined Investments first reported a position in IEMG in Q4 2019 and has held it in 27 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Disciplined Investments held 48,447 shares of iShares Core MSCI Emerging Markets ETF worth $4.01M as of Q2 2026.
  • Disciplined Investments sold 601 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $47.9K.
  • iShares Core MSCI Emerging Markets ETF made up 1.3% of Disciplined Investments's portfolio in Q2 2026, its #23 holding.
  • Disciplined Investments first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.