JGP Wealth Management
IEMG icon

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
Q3 		$4.71M Buy
58,061
+2,146
+4% +$173K 0.42% 51
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% -$9.9K 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% +$102K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

JGP Wealth Management's IEMG Position: Q3 2026 in Review

JGP Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.8% in Q3 2026, buying an estimated $173K and bringing the position to 58,061 shares worth $4.71M. The position accounts for 0.42% of the portfolio, ranked #51.

JGP Wealth Management first reported a position in IEMG in Q3 2019 and has held it in 29 quarters since. 1,806 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • JGP Wealth Management held 58,061 shares of iShares Core MSCI Emerging Markets ETF worth $4.71M as of Q3 2026.
  • JGP Wealth Management bought 2,146 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $173K.
  • iShares Core MSCI Emerging Markets ETF made up 0.42% of JGP Wealth Management's portfolio in Q3 2026, its #51 holding.
  • JGP Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 29 quarters since.
  • 1,806 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.