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

Dogwood 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 Q2	$5.3K	Buy	+64	New	+$5.1K	﹤0.01%	502
2025 Q2	–	Sell	-141	Closed	-$7.61K	–	718
2025 Q1	$7.61K	Hold	141	–	–	﹤0.01%	208
2024 Q4	$7.36K	Buy	+141	New	+$7.81K	﹤0.01%	196
2024 Q2	–	Sell	-3	Closed	-$158	–	634
2024 Q1	$158	Hold	3	–	–	﹤0.01%	236
2023 Q4	$155	Buy	+3	New	+$145	﹤0.01%	213

Other funds holding IEMG

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return