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

Dopkins 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	$417K	Sell	5,034 -175	-3%	-$13.9K	0.15%	60
2026 Q1	$363K	Buy	5,209 +28	+0.5%	+$2.02K	0.15%	63
2025 Q4	$348K	Sell	5,181 -590	-10%	-$39.6K	0.14%	61
2025 Q3	$380K	Buy	5,771 +15	+0.3%	+$936	0.16%	59
2025 Q2	$346K	Buy	5,756 +1,156	+25%	+$64.5K	0.16%	60
2025 Q1	$248K	Buy	4,600 +333	+8%	+$17.9K	0.13%	69
2024 Q4	$223K	Buy	+4,267	New	+$236K	0.11%	76
2024 Q3	–	Sell	-4,064	Closed	-$218K	–	79
2024 Q2	$218K	Buy	4,064 +49	+1%	+$2.58K	0.13%	73
2024 Q1	$207K	Buy	+4,015	New	+$201K	0.12%	75

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 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