Integrated Wealth Management (Ohio)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Integrated Wealth Management (Ohio)’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	$813K	Sell	9,813 -5,329	-35%	-$425K	0.86%	33
2026 Q1	$1.06M	Sell	15,142 -10,981	-42%	-$793K	1.21%	24
2025 Q4	$1.76M	Buy	+26,123	New	+$1.75M	1.97%	17

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

Integrated Wealth Management (Ohio)'s IEMG Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 35% in Q2 2026, selling an estimated $425K and leaving 9,813 shares worth $813K. The position accounts for 0.86% of the portfolio, ranked #33.

Integrated Wealth Management (Ohio) first reported a position in IEMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q4 2025. 2,396 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Integrated Wealth Management (Ohio) held 9,813 shares of iShares Core MSCI Emerging Markets ETF worth $813K as of Q2 2026.
Integrated Wealth Management (Ohio) sold 5,329 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $425K.
iShares Core MSCI Emerging Markets ETF made up 0.86% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #33 holding.
Integrated Wealth Management (Ohio) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
Integrated Wealth Management (Ohio)'s iShares Core MSCI Emerging Markets ETF position peaked at $1.76M in Q4 2025.
2,396 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.