Duncan Williams Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Duncan Williams Asset 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	$290K	Sell	3,501 -453	-11%	-$36.1K	0.07%	136
2026 Q1	$276K	Sell	3,954 -20	-0.5%	-$1.44K	0.08%	127
2025 Q4	$287K	Buy	3,974 +9	+0.2%	+$604	0.07%	138
2025 Q3	$261K	Sell	3,965 -340	-8%	-$21.2K	0.07%	147
2025 Q2	$258K	Buy	4,305 +198	+5%	+$11K	0.08%	133
2025 Q1	$222K	Sell	4,107 -35	-0.8%	-$1.88K	0.08%	130
2024 Q4	$216K	Sell	4,142 -40	-1%	-$2.21K	0.09%	133
2024 Q3	$240K	Buy	+4,182	New	+$226K	0.13%	110

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

Duncan Williams Asset Management's IEMG Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q2 2026, selling an estimated $36.1K and leaving 3,501 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #136.

Duncan Williams Asset Management first reported a position in IEMG in Q3 2024 and has held it in 8 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Duncan Williams Asset Management held 3,501 shares of iShares Core MSCI Emerging Markets ETF worth $290K as of Q2 2026.
Duncan Williams Asset Management sold 453 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $36.1K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Duncan Williams Asset Management's portfolio in Q2 2026, its #136 holding.
Duncan Williams Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.