Kathleen S. Wright Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$8.17K	Hold	124	–	–	﹤0.01%	213
2025 Q2	$7.44K	Hold	124	–	–	﹤0.01%	225
2025 Q1	$6.69K	Hold	124	–	–	﹤0.01%	232
2024 Q4	$6.47K	Hold	124	–	–	﹤0.01%	233
2024 Q3	$7.12K	Buy	+124	New	+$6.71K	﹤0.01%	260
2023 Q1	–	Sell	-10	Closed	–	–	188
2022 Q4	$0	Buy	+10	New	+$455	﹤0.01%	201

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Kathleen S. Wright Associates's IEMG Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2025 at 124 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Kathleen S. Wright Associates first reported a position in IEMG in Q4 2022 and has held it in 6 quarters since. 1,969 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

Kathleen S. Wright Associates held 124 shares of iShares Core MSCI Emerging Markets ETF worth $8.17K as of Q3 2025.
Kathleen S. Wright Associates left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2025.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #213 holding.
Kathleen S. Wright Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 6 quarters since.
1,969 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.