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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$476K Sell
5,748
-368
-6% -$29.3K 0.04% 338
2026
Q1
$427K Sell
6,116
-241
-4% -$17.4K 0.05% 351
2025
Q4
$427K Buy
6,357
+478
+8% +$32.1K 0.05% 343
2025
Q3
$388K Buy
5,879
+105
+2% +$6.55K 0.04% 390
2025
Q2
$347K Sell
5,774
-101
-2% -$5.64K 0.04% 395
2025
Q1
$317K Sell
5,875
-33
-0.6% -$1.78K 0.04% 403
2024
Q4
$309K Buy
5,908
+101
+2% +$5.59K 0.04% 393
2024
Q3
$333K Sell
5,807
-56
-1% -$3.03K 0.04% 391
2024
Q2
$314K Buy
+5,863
New +$309K 0.04% 381
2021
Q4
– Sell
-7,939
Closed -$490K – 498
2021
Q3
$490K Buy
7,939
+966
+14% +$61.5K 0.09% 281
2021
Q2
$467K Buy
6,973
+3,085
+79% +$203K 0.08% 289
2021
Q1
$250K Buy
+3,888
New +$256K 0.05% 398
2020
Q1
– Sell
-310
Closed -$17K – 511
2019
Q4
$17K Buy
+310
New +$16K ﹤0.01% 572
2018
Q1
– Sell
-4,465
Closed -$273K – 320
2017
Q4
$273K Buy
+4,465
New +$249K 0.06% 315
2017
Q3
– Sell
-4,747
Closed -$236K – 311
2017
Q2
$236K Buy
+4,747
New +$234K 0.06% 344

Other funds holding IEMG

Institute for Wealth Management's IEMG Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6% in Q2 2026, selling an estimated $29.3K and leaving 5,748 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #338.

Institute for Wealth Management first reported a position in IEMG in Q2 2017 and has held it in 15 quarters since. The position peaked at $490K in Q3 2021. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Institute for Wealth Management held 5,748 shares of iShares Core MSCI Emerging Markets ETF worth $476K as of Q2 2026.
  • Institute for Wealth Management sold 368 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $29.3K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Institute for Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 15 quarters since.
  • Institute for Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $490K in Q3 2021.
  • 2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.