Fulcrum Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Fulcrum Capital’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	$454K	Hold	5,480	–	–	0.09%	70
2026 Q1	$382K	Hold	5,480	–	–	0.08%	78
2025 Q4	$368K	Sell	5,480 -820	-13%	-$55K	0.07%	77
2025 Q3	$415K	Sell	6,300 -1,730	-22%	-$108K	0.09%	70
2025 Q2	$482K	Buy	8,030 +1,561	+24%	+$87.1K	0.1%	64
2025 Q1	$349K	Buy	+6,469	New	+$348K	0.08%	81
2023 Q4	–	Sell	-11,354	Closed	-$540K	–	123
2023 Q3	$540K	Buy	+11,354	New	+$562K	0.16%	59
2022 Q4	–	Sell	-17,430	Closed	-$749K	–	104
2022 Q3	$749K	Buy	+17,430	New	+$835K	0.22%	54

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

Fulcrum Capital's IEMG Position: Q2 2026 in Review

Fulcrum Capital held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 5,480 shares worth $454K. The position accounts for 0.09% of the portfolio, ranked #70.

Fulcrum Capital first reported a position in IEMG in Q3 2022 and has held it in 8 quarters since. The position peaked at $749K in Q3 2022. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Fulcrum Capital held 5,480 shares of iShares Core MSCI Emerging Markets ETF worth $454K as of Q2 2026.
Fulcrum Capital left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.09% of Fulcrum Capital's portfolio in Q2 2026, its #70 holding.
Fulcrum Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and has held it in 8 quarters since.
Fulcrum Capital's iShares Core MSCI Emerging Markets ETF position peaked at $749K in Q3 2022.
2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.