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

Instrumental Wealth’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 Q3	$313K	Buy	3,855 +214	+6%	+$17.2K	0.15%	59
2026 Q2	$302K	Buy	3,641 +193	+6%	+$15.4K	0.15%	61
2026 Q1	$240K	Buy	3,448 +615	+22%	+$44.4K	0.15%	59
2025 Q4	$218K	Sell	2,833 -199	-7%	-$13.4K	0.13%	65
2025 Q3	$207K	Buy	+3,032	New	+$189K	0.15%	66
2024 Q2	–	Sell	-4,438	Closed	-$239K	–	48
2024 Q1	$239K	Hold	4,438	–	–	0.1%	37
2023 Q4	$217K	Sell	4,438 -129	-3%	-$6.25K	0.23%	34
2023 Q3	$218K	Buy	+4,567	New	+$226K	0.25%	31

Other funds holding IEMG

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Instrumental Wealth's IEMG Position: Q3 2026 in Review

Instrumental Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.9% in Q3 2026, buying an estimated $17.2K and bringing the position to 3,855 shares worth $313K. The position accounts for 0.15% of the portfolio, ranked #59.

Instrumental Wealth first reported a position in IEMG in Q3 2023 and has held it in 8 quarters since. 1,696 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Instrumental Wealth held 3,855 shares of iShares Core MSCI Emerging Markets ETF worth $313K as of Q3 2026.
Instrumental Wealth bought 214 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $17.2K.
iShares Core MSCI Emerging Markets ETF made up 0.15% of Instrumental Wealth's portfolio in Q3 2026, its #59 holding.
Instrumental Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 8 quarters since.
1,696 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.