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

Focused 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	$574K	Sell	6,930 -88	-1%	-$7.01K	0.05%	123
2026 Q1	$489K	Hold	7,018	–	–	0.05%	119
2025 Q4	$472K	Buy	7,018 +670	+11%	+$45K	0.05%	109
2025 Q3	$418K	Sell	6,348 -132	-2%	-$8.23K	0.04%	121
2025 Q2	$389K	Buy	+6,480	New	+$362K	0.05%	115
2024 Q1	–	Sell	-8	Closed	-$385	–	544
2023 Q4	$385	Buy	8 +1	+14%	+$48	﹤0.01%	930
2023 Q3	$356	Hold	7	–	–	﹤0.01%	940
2023 Q2	$368	Hold	7	–	–	﹤0.01%	974
2023 Q1	$361	Hold	7	–	–	﹤0.01%	959
2022 Q4	$346	Sell	7 -31	-82%	-$1.41K	﹤0.01%	981
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	758
2022 Q2	$2K	Buy	38 +1	+3%	+$52	﹤0.01%	735
2022 Q1	$2K	Hold	37	–	–	﹤0.01%	787
2021 Q4	$2K	Buy	37 +30	+429%	+$1.85K	﹤0.01%	808
2021 Q3	$0	Hold	7	–	–	﹤0.01%	1046
2021 Q2	$0	Buy	+7	New	+$461	﹤0.01%	978
2020 Q2	–	Sell	-17	Closed	-$1K	–	783
2020 Q1	$1K	Buy	+17	New	+$835	﹤0.01%	655
2019 Q2	–	Sell	-90	Closed	-$5K	–	764
2019 Q1	$5K	Hold	90	–	–	﹤0.01%	548
2018 Q4	$4K	Buy	+90	New	+$4.35K	﹤0.01%	561
2016 Q4	–	Sell	-118	Closed	-$5K	–	710
2016 Q3	$5K	Buy	+118	New	+$5.24K	﹤0.01%	528
2015 Q3	–	Sell	-869	Closed	-$42K	–	690
2015 Q2	$42K	Buy	+869	New	+$44K	0.03%	227

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 22.9% 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

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

Focused Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.3% in Q2 2026, selling an estimated $7.01K and leaving 6,930 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #123.

Focused Wealth Management first reported a position in IEMG in Q2 2015 and has held it in 21 quarters since. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Focused Wealth Management held 6,930 shares of iShares Core MSCI Emerging Markets ETF worth $574K as of Q2 2026.
Focused Wealth Management sold 88 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $7.01K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Focused Wealth Management's portfolio in Q2 2026, its #123 holding.
Focused Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and has held it in 21 quarters since.
2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.