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James J. Burns & Company’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

James J. Burns & Company’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 		$6.43M Sell
77,652
-738
-0.9% -$58.8K 0.7% 29
2026
Q1 		$5.47M Sell
78,390
-2,397
-3% -$173K 0.74% 27
2025
Q4 		$5.43M Buy
80,787
+498
+0.6% +$33.4K 0.75% 28
2025
Q3 		$5.29M Sell
80,289
-1,031
-1% -$64.3K 0.79% 27
2025
Q2 		$4.88M Buy
81,320
+9,813
+14% +$548K 0.8% 25
2025
Q1 		$3.86M Buy
71,507
+1,064
+2% +$57.3K 0.69% 30
2024
Q4 		$3.68M Buy
70,443
+2,984
+4% +$165K 0.64% 35
2024
Q3 		$3.87M Buy
67,459
+1,594
+2% +$86.3K 0.7% 30
2024
Q2 		$3.52M Buy
65,865
+22,359
+51% +$1.18M 0.69% 31
2024
Q1 		$2.25M Sell
43,506
-15,835
-27% -$793K 0.79% 24
2023
Q4 		$3M Buy
59,341
+6,208
+12% +$301K 0.72% 29
2023
Q3 		$2.53M Sell
53,133
-3,134
-6% -$155K 0.68% 30
2023
Q2 		$2.77M Sell
56,267
-10,224
-15% -$499K 0.7% 31
2023
Q1 		$3.25M Buy
66,491
+11,725
+21% +$575K 0.84% 33
2022
Q4 		$2.56M Buy
54,766
+1,926
+4% +$87.6K 1.05% 25
2022
Q3 		$2.27M Buy
+52,840
New +$2.53M 1.01% 21

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

James J. Burns & Company's IEMG Position: Q2 2026 in Review

James J. Burns & Company reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.94% in Q2 2026, selling an estimated $58.8K and leaving 77,652 shares worth $6.43M. The position accounts for 0.7% of the portfolio, ranked #29.

James J. Burns & Company first reported a position in IEMG in Q3 2022 and has held it in 16 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • James J. Burns & Company held 77,652 shares of iShares Core MSCI Emerging Markets ETF worth $6.43M as of Q2 2026.
  • James J. Burns & Company sold 738 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $58.8K.
  • iShares Core MSCI Emerging Markets ETF made up 0.7% of James J. Burns & Company's portfolio in Q2 2026, its #29 holding.
  • James J. Burns & Company first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.