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

Elmwood 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	$8.56M	Buy	103,320 +1,502	+1%	+$120K	2.14%	9
2026 Q1	$7.1M	Buy	101,818 +40,969	+67%	+$2.96M	1.96%	12
2025 Q4	$4.09M	Buy	60,849 +4,258	+8%	+$286K	1.29%	25
2025 Q3	$3.73M	Buy	56,591 +1,089	+2%	+$67.9K	1.32%	25
2025 Q2	$3.33M	Sell	55,502 -1,121	-2%	-$62.6K	1.32%	27
2025 Q1	$3.06M	Buy	56,623 +886	+2%	+$47.7K	1.25%	30
2024 Q4	$2.91M	Buy	55,737 +5,622	+11%	+$311K	1.17%	30
2024 Q3	$2.88M	Buy	50,115 +7,929	+19%	+$429K	1.19%	31
2024 Q2	$2.26M	Buy	42,186 +5,590	+15%	+$295K	1.01%	38
2024 Q1	$1.89M	Buy	36,596 +29,629	+425%	+$1.48M	0.81%	45
2023 Q4	$352K	Sell	6,967 -23,146	-77%	-$1.12M	0.25%	86
2023 Q3	$1.43M	Buy	30,113 +606	+2%	+$30K	0.69%	49
2023 Q2	$1.45M	Sell	29,507 -851	-3%	-$41.6K	0.68%	48
2023 Q1	$1.48M	Buy	30,358 +1,943	+7%	+$95.3K	0.7%	49
2022 Q4	$1.33M	Sell	28,415 -12,359	-30%	-$562K	0.66%	53
2022 Q3	$1.75M	Buy	40,774 +1,406	+4%	+$67.4K	0.87%	37
2022 Q2	$1.93M	Buy	39,368 +1,860	+5%	+$96.1K	1.1%	36
2022 Q1	$2.08M	Buy	37,508 +5,825	+18%	+$337K	1.07%	36
2021 Q4	$1.9M	Buy	+31,683	New	+$1.95M	0.9%	40
2021 Q2	$1.54M	Buy	23,012 +1,460	+7%	+$96.2K	0.81%	44
2021 Q1	$1.39M	Buy	+21,552	New	+$1.42M	0.85%	46
2020 Q3	$816K	Hold	17,137	–	–	0.66%	54
2020 Q2	$816K	Buy	+17,137	New	+$765K	0.66%	54
2019 Q4	–	Sell	-650	Closed	-$32K	–	160
2019 Q3	$32K	Hold	650	–	–	0.03%	123
2019 Q2	$33K	Buy	650 +100	+18%	+$5.11K	0.03%	137
2019 Q1	$28K	Hold	550	–	–	0.03%	139
2018 Q4	$26K	Hold	550	–	–	0.03%	145
2018 Q3	$28.5K	Hold	550	–	–	0.02%	156
2018 Q2	$28.9K	Buy	+550	New	+$30.8K	0.03%	151

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

Elmwood Wealth Management's IEMG Position: Q2 2026 in Review

Elmwood Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.5% in Q2 2026, buying an estimated $120K and bringing the position to 103,320 shares worth $8.56M. The position accounts for 2.14% of the portfolio, ranked #9.

Elmwood Wealth Management first reported a position in IEMG in Q2 2018 and has held it in 29 quarters since. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Elmwood Wealth Management held 103,320 shares of iShares Core MSCI Emerging Markets ETF worth $8.56M as of Q2 2026.
Elmwood Wealth Management bought 1,502 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $120K.
iShares Core MSCI Emerging Markets ETF made up 2.14% of Elmwood Wealth Management's portfolio in Q2 2026, its #9 holding.
Elmwood Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and has held it in 29 quarters since.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.