Endeavor Private Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Endeavor Private Wealth’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	$10.6M	Sell	128,547 -28,378	-18%	-$2.26M	2.59%	7
2026 Q1	$10.9M	Buy	156,925 +8,748	+6%	+$631K	3.14%	5
2025 Q4	$9.96M	Buy	148,177 +35,457	+31%	+$2.38M	2.86%	4
2025 Q3	$7.43M	Buy	112,720 +10,282	+10%	+$641K	2.3%	12
2025 Q2	$6.15M	Buy	102,438 +35,510	+53%	+$1.98M	2.91%	10
2025 Q1	$3.61M	Buy	66,928 +52,588	+367%	+$2.83M	1.96%	13
2024 Q4	$749K	Buy	+14,340	New	+$794K	0.71%	36

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

Endeavor Private Wealth's IEMG Position: Q2 2026 in Review

Endeavor Private Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q2 2026, selling an estimated $2.26M and leaving 128,547 shares worth $10.6M. The position accounts for 2.59% of the portfolio, ranked #7.

Endeavor Private Wealth first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q1 2026. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Endeavor Private Wealth held 128,547 shares of iShares Core MSCI Emerging Markets ETF worth $10.6M as of Q2 2026.
Endeavor Private Wealth sold 28,378 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.26M.
iShares Core MSCI Emerging Markets ETF made up 2.59% of Endeavor Private Wealth's portfolio in Q2 2026, its #7 holding.
Endeavor Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
Endeavor Private Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $10.9M in Q1 2026.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.