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WELLINGTON-ALTUS USA INC.’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$755K Sell
10,828
-468
-4% -$37.3K 0.54% 37
2026
Q1 		$936K Buy
+11,296
New +$815K 0.55% 38

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

WELLINGTON-ALTUS USA INC.'s IEMG Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.1% in Q2 2026, selling an estimated $37.3K and leaving 10,828 shares worth $755K. The position accounts for 0.54% of the portfolio, ranked #37.

WELLINGTON-ALTUS USA INC. first reported a position in IEMG in Q1 2026 and has held it in 2 quarters since. The position peaked at $936K in Q1 2026. 2,414 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 10,828 shares of iShares Core MSCI Emerging Markets ETF worth $755K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 468 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $37.3K.
  • iShares Core MSCI Emerging Markets ETF made up 0.54% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #37 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares Core MSCI Emerging Markets ETF position peaked at $936K in Q1 2026.
  • 2,414 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.