Global Wealth Management Investment Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Global Wealth Management Investment Advisory’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	$8.04M	Buy	97,096 +4,551	+5%	+$363K	1.14%	24
2026 Q1	$6.45M	Buy	92,545 +2,649	+3%	+$191K	1.01%	26
2025 Q4	$6.04M	Buy	89,896 +3,291	+4%	+$221K	0.97%	28
2025 Q3	$5.71M	Buy	86,605 +2,087	+2%	+$130K	0.96%	28
2025 Q2	$5.07M	Buy	84,518 +14,027	+20%	+$783K	0.95%	31
2025 Q1	$3.8M	Buy	70,491 +2,488	+4%	+$134K	0.76%	46
2024 Q4	$3.55M	Buy	68,003 +2,315	+4%	+$128K	0.73%	45
2024 Q3	$3.77M	Buy	65,688 +1,862	+3%	+$101K	0.81%	42
2024 Q2	$3.42M	Sell	63,826 -4,745	-7%	-$250K	0.79%	44
2024 Q1	$3.54M	Sell	68,571 -4,731	-6%	-$237K	0.87%	44
2023 Q4	$3.71M	Sell	73,302 -2,593	-3%	-$126K	0.95%	31
2023 Q3	$3.61M	Sell	75,895 -24,524	-24%	-$1.21M	1.01%	28
2023 Q2	$4.95M	Buy	100,419 +1,145	+1%	+$55.9K	1.36%	18
2023 Q1	$4.84M	Buy	99,274 +891	+0.9%	+$43.7K	1.46%	17
2022 Q4	$4.59M	Sell	98,383 -21,789	-18%	-$991K	1.5%	17
2022 Q3	$5.17M	Buy	120,172 +2,335	+2%	+$112K	1.84%	13
2022 Q2	$5.78M	Sell	117,837 -6,936	-6%	-$358K	1.95%	12
2022 Q1	$6.93M	Buy	124,773 +2,154	+2%	+$124K	2.06%	11
2021 Q4	$7.34M	Buy	122,619 +2,649	+2%	+$163K	2.21%	9
2021 Q3	$7.41M	Buy	119,970 +3,592	+3%	+$229K	2.34%	9
2021 Q2	$7.8M	Buy	116,378 +1,298	+1%	+$85.5K	2.59%	8
2021 Q1	$7.41M	Sell	115,080 -3,527	-3%	-$232K	2.67%	7
2020 Q4	$7.36M	Sell	118,607 -1,397	-1%	-$80.5K	2.85%	6
2020 Q3	$6.34M	Sell	120,004 -127	-0.1%	-$6.66K	2.74%	6
2020 Q2	$5.72M	Buy	120,131 +6,370	+6%	+$284K	2.44%	7
2020 Q1	$4.6M	Buy	113,761 +13,332	+13%	+$655K	2.32%	9
2019 Q4	$5.4M	Buy	100,429 +5,827	+6%	+$300K	2.28%	8
2019 Q3	$4.64M	Buy	94,602 +7,609	+9%	+$377K	2.12%	11
2019 Q2	$4.47M	Buy	86,993 +10,099	+13%	+$516K	2.17%	8
2019 Q1	$3.98M	Buy	76,894 +30,750	+67%	+$1.56M	2.06%	6
2018 Q4	$2.18M	Buy	+46,144	New	+$2.23M	1.27%	18

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

Global Wealth Management Investment Advisory's IEMG Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.9% in Q2 2026, buying an estimated $363K and bringing the position to 97,096 shares worth $8.04M. The position accounts for 1.14% of the portfolio, ranked #24.

Global Wealth Management Investment Advisory first reported a position in IEMG in Q4 2018 and has held it in 31 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Global Wealth Management Investment Advisory held 97,096 shares of iShares Core MSCI Emerging Markets ETF worth $8.04M as of Q2 2026.
Global Wealth Management Investment Advisory bought 4,551 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $363K.
iShares Core MSCI Emerging Markets ETF made up 1.14% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #24 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.