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

HighMark 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	$54.1K	Sell	654 -79	-11%	-$6.3K	0.02%	164
2026 Q1	$51.1K	Hold	733	–	–	0.02%	155
2025 Q4	$49.2K	Buy	733 +13	+2%	+$872	0.02%	169
2025 Q3	$47.5K	Hold	720	–	–	0.02%	162
2025 Q2	$43.2K	Buy	720 +9	+1%	+$502	0.02%	169
2025 Q1	$38.4K	Buy	711 +5	+0.7%	+$269	0.02%	146
2024 Q4	$36.9K	Buy	706 +19	+3%	+$1.05K	0.02%	149
2024 Q3	$39.4K	Buy	687 +3	+0.4%	+$162	0.02%	155
2024 Q2	$36.6K	Buy	684 +6	+0.9%	+$316	0.02%	154
2024 Q1	$44.8K	Hold	678	–	–	0.03%	143
2023 Q4	$34.3K	Buy	678 +352	+108%	+$17.1K	0.03%	155
2023 Q3	$15.5K	Buy	326 +25	+8%	+$1.24K	0.01%	207
2023 Q2	$14.9K	Buy	301 +2	+0.7%	+$98	0.01%	212
2023 Q1	$14.6K	Hold	299	–	–	0.01%	245
2022 Q4	$13.9K	Buy	299 +44	+17%	+$2K	0.01%	210
2022 Q3	$11K	Hold	255	–	–	0.01%	231
2022 Q2	$13K	Buy	255 +3	+1%	+$155	0.01%	214
2022 Q1	$14K	Hold	252	–	–	0.01%	213
2021 Q4	$15K	Buy	252 +6	+2%	+$370	0.01%	209
2021 Q3	$15K	Hold	246	–	–	0.01%	209
2021 Q2	$16K	Sell	246 -165	-40%	-$10.9K	0.01%	206
2021 Q1	$26K	Sell	411 -8	-2%	-$526	0.02%	151
2020 Q4	$26K	Sell	419 -26	-6%	-$1.5K	0.02%	147
2020 Q3	$24K	Hold	445	–	–	0.02%	151
2020 Q2	$21K	Buy	445 +429	+2,681%	+$19.1K	0.02%	130
2020 Q1	$0	Sell	16 -350	-96%	-$17.2K	﹤0.01%	378
2019 Q4	$19K	Buy	+366	New	+$18.9K	0.02%	135

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

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

HighMark Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q2 2026, selling an estimated $6.3K and leaving 654 shares worth $54.1K. The position accounts for 0.02% of the portfolio, ranked #164.

HighMark Wealth Management first reported a position in IEMG in Q4 2019 and has held it in 27 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

HighMark Wealth Management held 654 shares of iShares Core MSCI Emerging Markets ETF worth $54.1K as of Q2 2026.
HighMark Wealth Management sold 79 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $6.3K.
iShares Core MSCI Emerging Markets ETF made up 0.02% of HighMark Wealth Management's portfolio in Q2 2026, its #164 holding.
HighMark Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.