KLI
IEMG icon

Kelman-Lazarov Inc’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kelman-Lazarov Inc’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
Q2 		– Sell
-5,049
Closed -$272K – 123
2025
Q1 		$272K Buy
+5,049
New +$272K 0.05% 98

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Kelman-Lazarov Inc's IEMG Position: Q2 2025 in Review

Kelman-Lazarov Inc sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2025, closing a stake of 5,049 shares — an estimated $272K sold.

Kelman-Lazarov Inc first reported a position in IEMG in Q1 2025 and held it in 1 quarter. The position peaked at $272K in Q1 2025. 1,903 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

  • Kelman-Lazarov Inc reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 5,049 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $272K.
  • Kelman-Lazarov Inc first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2025 and held it in 1 quarter.
  • Kelman-Lazarov Inc's iShares Core MSCI Emerging Markets ETF position peaked at $272K in Q1 2025.
  • 1,903 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2025, filed 29 Jul 2025.