Gleason Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Gleason Group’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	$290K	Buy	+3,500	New	+$279K	0.03%	67
2023 Q4	–	Sell	-6	Closed	-$267	–	228
2023 Q3	$267	Sell	6 -5	-45%	-$247	﹤0.01%	228
2023 Q2	$523	Sell	11 -5	-31%	-$244	﹤0.01%	218
2023 Q1	$757	Sell	16 -5	-24%	-$245	﹤0.01%	211
2022 Q4	$958	Buy	21 +1	+5%	+$45	﹤0.01%	207
2022 Q3	$1K	Sell	20 -105	-84%	-$5.03K	﹤0.01%	217
2022 Q2	$6K	Buy	125 +64	+105%	+$3.31K	﹤0.01%	189
2022 Q1	$3K	Sell	61 -68	-53%	-$3.93K	﹤0.01%	196
2021 Q4	$8K	Buy	129 +3	+2%	+$185	﹤0.01%	167
2021 Q3	$8K	Hold	126	–	–	﹤0.01%	169
2021 Q2	$8K	Sell	126 -16	-11%	-$1.05K	﹤0.01%	168
2021 Q1	$9K	Buy	142 +83	+141%	+$5.46K	﹤0.01%	157
2020 Q4	$4K	Buy	59 +1	+2%	+$58	﹤0.01%	172
2020 Q3	$3K	Hold	58	–	–	﹤0.01%	165
2020 Q2	$3K	Hold	58	–	–	﹤0.01%	168
2020 Q1	$2K	Hold	58	–	–	﹤0.01%	171
2019 Q4	$3K	Buy	+58	New	+$2.99K	﹤0.01%	173

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

Gleason Group's IEMG Position: Q2 2026 in Review

Gleason Group opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026: 3,500 shares worth $290K. The stake represents 0.03% of the portfolio and ranks #67 among its holdings. This is a return to the name: Gleason Group previously reported a position in IEMG as recently as Q3 2023.

Gleason Group first reported a position in IEMG in Q4 2019 and has held it in 17 quarters since. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Gleason Group held 3,500 shares of iShares Core MSCI Emerging Markets ETF worth $290K as of Q2 2026.
iShares Core MSCI Emerging Markets ETF was a new Gleason Group position in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Gleason Group's portfolio in Q2 2026, its #67 holding.
Gleason Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 17 quarters since.
2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.