Heritage Family Offices’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Heritage Family Offices’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	$1.95M	Sell	23,484 -3,146	-12%	-$251K	0.75%	29
2026 Q1	$1.86M	Sell	26,630 -1,834	-6%	-$132K	0.82%	28
2025 Q4	$1.91M	Buy	28,464 +4,502	+19%	+$302K	0.87%	25
2025 Q3	$1.58M	Sell	23,962 -13,126	-35%	-$819K	0.74%	34
2025 Q2	$2.01M	Hold	37,088	–	–	1.01%	21
2025 Q1	$2M	Sell	37,088 -19,850	-35%	-$1.07M	1.02%	21
2024 Q4	$2.97M	Buy	56,938 +17,001	+43%	+$941K	1.48%	13
2024 Q3	$2.29M	Sell	39,937 -3,070	-7%	-$166K	1.18%	13
2024 Q2	$2.3M	Buy	+43,007	New	+$2.27M	1.28%	13

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

Heritage Family Offices's IEMG Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q2 2026, selling an estimated $251K and leaving 23,484 shares worth $1.95M. The position accounts for 0.75% of the portfolio, ranked #29.

Heritage Family Offices first reported a position in IEMG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.97M in Q4 2024. 2,414 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Heritage Family Offices held 23,484 shares of iShares Core MSCI Emerging Markets ETF worth $1.95M as of Q2 2026.
Heritage Family Offices sold 3,146 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $251K.
iShares Core MSCI Emerging Markets ETF made up 0.75% of Heritage Family Offices's portfolio in Q2 2026, its #29 holding.
Heritage Family Offices first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares Core MSCI Emerging Markets ETF position peaked at $2.97M in Q4 2024.
2,414 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.