Ehrlich Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Ehrlich Financial Group’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	$1.36M	Buy	16,440 +1,401	+9%	+$112K	0.7%	37
2026 Q1	$1.05M	Buy	15,039 +4,034	+37%	+$291K	0.6%	45
2025 Q4	$740K	Buy	11,005 +5,374	+95%	+$361K	0.42%	52
2025 Q3	$371K	Buy	5,631 +1,725	+44%	+$108K	0.22%	80
2025 Q2	$234K	Sell	3,906 -34	-0.9%	-$1.9K	0.15%	95
2025 Q1	$213K	Buy	+3,940	New	+$212K	0.16%	95

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

Ehrlich Financial Group's IEMG Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.3% in Q2 2026, buying an estimated $112K and bringing the position to 16,440 shares worth $1.36M. The position accounts for 0.7% of the portfolio, ranked #37.

Ehrlich Financial Group first reported a position in IEMG in Q1 2025 and has held it in 6 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Ehrlich Financial Group held 16,440 shares of iShares Core MSCI Emerging Markets ETF worth $1.36M as of Q2 2026.
Ehrlich Financial Group bought 1,401 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $112K.
iShares Core MSCI Emerging Markets ETF made up 0.7% of Ehrlich Financial Group's portfolio in Q2 2026, its #37 holding.
Ehrlich Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.