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

EPG 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 Q3	$5.01M	Buy	61,743 +712	+1%	+$57.3K	1.15%	24
2026 Q2	$5.06M	Buy	61,031 +785	+1%	+$62.6K	1.21%	21
2026 Q1	$4.2M	Buy	60,246 +99	+0.2%	+$7.14K	1.14%	21
2025 Q4	$4.04M	Buy	60,147 +40	+0.1%	+$2.68K	1.09%	22
2025 Q3	$3.96M	Sell	60,107 -4,460	-7%	-$278K	1.09%	21
2025 Q2	$3.88M	Buy	64,567 +264	+0.4%	+$14.7K	1.16%	18
2025 Q1	$3.47M	Buy	64,303 +1,517	+2%	+$81.7K	0.97%	21
2024 Q4	$3.28M	Sell	62,786 -5,108	-8%	-$283K	0.86%	23
2024 Q3	$3.9M	Buy	+67,894	New	+$3.68M	0.98%	20
2024 Q2	–	Sell	-73,339	Closed	-$3.87M	–	19
2024 Q1	$3.78M	Sell	73,339 -208	-0.3%	-$10.4K	0.93%	19
2023 Q4	$3.62M	Buy	73,547 +14,103	+24%	+$683K	0.95%	19
2023 Q3	$2.83M	Buy	59,444 +1,217	+2%	+$60.2K	0.85%	21
2023 Q2	$2.87M	Sell	58,227 -448	-0.8%	-$21.9K	0.85%	22
2023 Q1	$2.86M	Buy	58,675 +233	+0.4%	+$11.4K	0.9%	20
2022 Q4	$2.73M	Buy	58,442 +2,003	+4%	+$91.1K	1.04%	20
2022 Q3	$2.43M	Buy	56,439 +8,039	+17%	+$385K	1%	18
2022 Q2	$2.37M	Sell	48,400 -890	-2%	-$46K	1.01%	17
2022 Q1	$2.74M	Buy	49,290 +4,394	+10%	+$254K	0.95%	21
2021 Q4	$2.69M	Buy	44,896 +1,861	+4%	+$115K	0.95%	22
2021 Q3	$2.66M	Buy	43,035 +1,448	+3%	+$92.2K	1.07%	19
2021 Q2	$2.79M	Buy	41,587 +1,746	+4%	+$115K	1.18%	20
2021 Q1	$2.56M	Buy	39,841 +34,121	+597%	+$2.24M	1.25%	18
2020 Q4	$355K	Buy	+5,720	New	+$330K	0.21%	98
2020 Q2	–	Sell	-1,257	Closed	-$51K	–	425
2020 Q1	$51K	Buy	1,257 +323	+35%	+$15.9K	0.04%	276
2019 Q4	$50K	Buy	+934	New	+$48.1K	0.04%	236

Other funds holding IEMG

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

EPG Wealth Management's IEMG Position: Q3 2026 in Review

EPG Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.2% in Q3 2026, buying an estimated $57.3K and bringing the position to 61,743 shares worth $5.01M. The position accounts for 1.15% of the portfolio, ranked #24.

EPG Wealth Management first reported a position in IEMG in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.06M in Q2 2026. 1,876 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

EPG Wealth Management held 61,743 shares of iShares Core MSCI Emerging Markets ETF worth $5.01M as of Q3 2026.
EPG Wealth Management bought 712 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $57.3K.
iShares Core MSCI Emerging Markets ETF made up 1.15% of EPG Wealth Management's portfolio in Q3 2026, its #24 holding.
EPG Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 25 quarters since.
EPG Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $5.06M in Q2 2026.
1,876 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.