Intellectus Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Intellectus Partners’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	$242K	Hold	2,918	–	–	0.04%	282
2026 Q1	$204K	Buy	+2,918	New	+$211K	0.04%	277
2022 Q1	–	Sell	-4,432	Closed	-$265K	–	246
2021 Q4	$265K	Hold	4,432	–	–	0.07%	228
2021 Q3	$274K	Hold	4,432	–	–	0.07%	228
2021 Q2	$297K	Sell	4,432 -1,428	-24%	-$94.1K	0.07%	231
2021 Q1	$377K	Buy	5,860 +418	+8%	+$27.5K	0.1%	196
2020 Q4	$338K	Sell	5,442 -1,854	-25%	-$107K	0.1%	189
2020 Q3	$385K	Sell	7,296 -15,391	-68%	-$807K	0.15%	159
2020 Q2	$1.08M	Sell	22,687 -582	-3%	-$26K	0.42%	63
2020 Q1	$942K	Buy	23,269 +833	+4%	+$40.9K	0.45%	59
2019 Q4	$1.21M	Buy	22,436 +1,851	+9%	+$95.4K	0.49%	56
2019 Q3	$1.01M	Hold	20,585	–	–	0.44%	60
2019 Q2	$1.06M	Hold	20,585	–	–	0.46%	63
2019 Q1	$1.06M	Buy	+20,585	New	+$1.04M	0.46%	57
2018 Q4	–	Sell	-31,588	Closed	-$1.64M	–	381
2018 Q3	$1.64M	Buy	31,588 +308	+1%	+$16.1K	0.57%	41
2018 Q2	$1.64M	Buy	31,280 +2,789	+10%	+$156K	0.6%	32
2018 Q1	$1.66M	Buy	28,491 +4,500	+19%	+$266K	0.57%	40
2017 Q4	$1.36M	Buy	23,991 +13,853	+137%	+$773K	0.51%	47
2017 Q3	$548K	Buy	10,138 +598	+6%	+$31.7K	0.23%	108
2017 Q2	$477K	Buy	+9,540	New	+$471K	0.21%	114
2017 Q1	–	Sell	-238	Closed	-$10K	–	704
2016 Q4	$10K	Buy	+238	New	+$10.4K	0.01%	522

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

Intellectus Partners's IEMG Position: Q2 2026 in Review

Intellectus Partners held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 2,918 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #282.

Intellectus Partners first reported a position in IEMG in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.66M in Q1 2018. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Intellectus Partners held 2,918 shares of iShares Core MSCI Emerging Markets ETF worth $242K as of Q2 2026.
Intellectus Partners left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Intellectus Partners's portfolio in Q2 2026, its #282 holding.
Intellectus Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 21 quarters since.
Intellectus Partners's iShares Core MSCI Emerging Markets ETF position peaked at $1.66M in Q1 2018.
2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.