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EP Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

EP Wealth Advisors’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 		$263M Buy
3,176,408
+2,940,603
+1,247% +$234M 1.01% 23
2026
Q1 		$16.4M Buy
235,805
+10,513
+5% +$759K 0.08% 159
2025
Q4 		$15.1M Buy
+225,292
New +$15.1M 0.08% 159
2025
Q2 		$27.6M Buy
459,637
+236,421
+106% +$13.2M 0.18% 95
2025
Q1 		$12M Sell
223,216
-70,089
-24% -$3.77M 0.1% 139
2024
Q4 		$15.3M Sell
293,305
-246,072
-46% -$13.6M 0.13% 121
2024
Q3 		$31M Sell
539,377
-33,718
-6% -$1.83M 0.27% 76
2024
Q2 		$30.7M Buy
573,095
+503,252
+721% +$26.5M 0.33% 70
2024
Q1 		$3.6M Sell
69,843
-5,022
-7% -$251K 0.04% 208
2023
Q4 		$3.79M Buy
74,865
+8,966
+14% +$434K 0.05% 193
2023
Q3 		$3.14M Buy
65,899
+60,849
+1,205% +$3.01M 0.05% 194
2023
Q2 		$3.3M Sell
5,050
-36,355
-88% -$1.78M 0.05% 193
2023
Q1 		$2.77M Buy
41,405
+32,676
+374% +$1.6M 0.05% 200
2022
Q4 		$408K Sell
8,729
-9,864
-53% -$449K 0.01% 418
2022
Q3 		$799K Buy
18,593
+3,283
+21% +$157K 0.02% 252
2022
Q2 		$751K Sell
15,310
-1,826
-11% -$94.4K 0.02% 303
2022
Q1 		$952K Buy
17,136
+858
+5% +$49.6K 0.02% 280
2021
Q4 		$974K Sell
16,278
-3,024
-16% -$187K 0.02% 261
2021
Q3 		$1.19M Buy
19,302
+1,743
+10% +$111K 0.03% 220
2021
Q2 		$1.18M Buy
17,559
+772
+5% +$50.9K 0.03% 230
2021
Q1 		$1.08M Buy
16,787
+1,102
+7% +$72.5K 0.03% 220
2020
Q4 		$973K Buy
15,685
+2,142
+16% +$123K 0.03% 190
2020
Q3 		$715K Sell
13,543
-256
-2% -$13.4K 0.03% 190
2020
Q2 		$657K Sell
13,799
-3,886
-22% -$173K 0.03% 216
2020
Q1 		$716K Buy
17,685
+274
+2% +$13.5K 0.04% 216
2019
Q4 		$936K Buy
17,411
+9,299
+115% +$479K 0.04% 204
2019
Q3 		$398K Buy
8,112
+1,018
+14% +$50.5K 0.02% 243
2019
Q2 		$365K Buy
+7,094
New +$363K 0.02% 219
2018
Q4 		– Sell
-3,989
Closed -$207K – 280
2018
Q3 		$207K Buy
+3,989
New +$208K 0.02% 267

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EP Wealth Advisors's IEMG Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1,247% in Q2 2026, buying an estimated $234M and bringing the position to 3,176,408 shares worth $263M. The position accounts for 1.01% of the portfolio, ranked #23.

EP Wealth Advisors first reported a position in IEMG in Q3 2018 and has held it in 29 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • EP Wealth Advisors held 3,176,408 shares of iShares Core MSCI Emerging Markets ETF worth $263M as of Q2 2026.
  • EP Wealth Advisors bought 2,940,603 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $234M.
  • iShares Core MSCI Emerging Markets ETF made up 1.01% of EP Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • EP Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and has held it in 29 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.