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

JGP Wealth Management’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 		$4.63M Buy
55,915
+3,623
+7% +$289K 0.42% 46
2026
Q1 		$3.65M Sell
52,292
-120
-0.2% -$8.66K 0.38% 55
2025
Q4 		$3.52M Buy
52,412
+3,569
+7% +$239K 0.37% 57
2025
Q3 		$3.26M Buy
48,843
+869
+2% +$54.2K 0.36% 58
2025
Q2 		$2.88M Buy
47,974
+1,374
+3% +$76.7K 0.35% 55
2025
Q1 		$2.51M Buy
46,600
+3,862
+9% +$208K 0.33% 54
2024
Q4 		$2.23M Buy
42,738
+5,465
+15% +$303K 0.29% 57
2024
Q3 		$2.14M Buy
37,273
+3,603
+11% +$195K 0.28% 61
2024
Q2 		$1.8M Buy
33,670
+1,731
+5% +$91.3K 0.26% 62
2024
Q1 		$1.65M Buy
31,939
+1,742
+6% +$87.2K 0.24% 64
2023
Q4 		$1.53M Buy
30,197
+4,779
+19% +$231K 0.23% 69
2023
Q3 		$1.21M Buy
25,418
+353
+1% +$17.5K 0.2% 78
2023
Q2 		$1.24M Sell
25,065
-1,634
-6% -$79.8K 0.2% 74
2023
Q1 		$1.3M Buy
26,699
+4,336
+19% +$213K 0.23% 71
2022
Q4 		$1.04M Buy
22,363
+3,067
+16% +$139K 0.19% 78
2022
Q3 		$847K Sell
19,296
-206
-1% -$9.87K 0.18% 79
2022
Q2 		$936K Buy
19,502
+1,233
+7% +$63.7K 0.19% 77
2022
Q1 		$1.01M Buy
18,269
+1,774
+11% +$103K 0.19% 76
2021
Q4 		$975K Buy
16,495
+4,013
+32% +$248K 0.18% 76
2021
Q3 		$771K Buy
12,482
+1,321
+12% +$84.1K 0.17% 81
2021
Q2 		$748K Buy
11,161
+1,240
+12% +$81.7K 0.16% 81
2021
Q1 		$638K Buy
9,921
+1,411
+17% +$92.8K 0.14% 84
2020
Q4 		$569K Buy
8,510
+871
+11% +$50.2K 0.13% 85
2020
Q3 		$413K Buy
7,639
+273
+4% +$14.3K 0.11% 88
2020
Q2 		$381K Buy
7,366
+740
+11% +$33K 0.11% 90
2020
Q1 		$279K Buy
6,626
+1,631
+33% +$80.1K 0.1% 110
2019
Q4 		$268K Buy
4,995
+346
+7% +$17.8K 0.08% 112
2019
Q3 		$225K Buy
+4,649
New +$231K 0.08% 119

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

JGP Wealth Management's IEMG Position: Q2 2026 in Review

JGP Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.9% in Q2 2026, buying an estimated $289K and bringing the position to 55,915 shares worth $4.63M. The position accounts for 0.42% of the portfolio, ranked #46.

JGP Wealth Management first reported a position in IEMG in Q3 2019 and has held it in 28 quarters since. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • JGP Wealth Management held 55,915 shares of iShares Core MSCI Emerging Markets ETF worth $4.63M as of Q2 2026.
  • JGP Wealth Management bought 3,623 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $289K.
  • iShares Core MSCI Emerging Markets ETF made up 0.42% of JGP Wealth Management's portfolio in Q2 2026, its #46 holding.
  • JGP Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.