Kestra Private Wealth Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kestra Private Wealth Services’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	$31.9M	Sell	385,069 -26,268	-6%	-$2.09M	0.35%	58
2026 Q1	$28.7M	Buy	411,337 +5,410	+1%	+$390K	0.35%	51
2025 Q4	$27.3M	Buy	405,927 +8,501	+2%	+$570K	0.34%	54
2025 Q3	$26.2M	Buy	397,426 +23,314	+6%	+$1.45M	0.34%	51
2025 Q2	$22.5M	Buy	374,112 +16,019	+4%	+$894K	0.32%	60
2025 Q1	$19.3M	Buy	358,093 +14,430	+4%	+$777K	0.32%	64
2024 Q4	$17.9M	Buy	343,663 +24,129	+8%	+$1.34M	0.3%	63
2024 Q3	$18.3M	Buy	319,534 +32,493	+11%	+$1.76M	0.34%	58
2024 Q2	$15.4M	Buy	287,041 +4,449	+2%	+$235K	0.31%	68
2024 Q1	$14.6M	Buy	282,592 +4,011	+1%	+$201K	0.33%	71
2023 Q4	$14.1M	Buy	278,581 +21,319	+8%	+$1.03M	0.36%	64
2023 Q3	$12.2M	Buy	257,262 +6,644	+3%	+$329K	0.38%	58
2023 Q2	$12.4M	Buy	250,618 +21,630	+9%	+$1.06M	0.42%	52
2023 Q1	$11.2M	Buy	228,988 +114,789	+101%	+$5.63M	0.44%	53
2022 Q4	$5.33M	Buy	114,199 +29,685	+35%	+$1.35M	0.27%	102
2022 Q3	$3.63M	Buy	84,514 +2,061	+2%	+$98.8K	0.21%	118
2022 Q2	$4.04M	Sell	82,453 -11,821	-13%	-$611K	0.23%	112
2022 Q1	$5.24M	Buy	94,274 +3,371	+4%	+$195K	0.26%	90
2021 Q4	$5.44M	Buy	90,903 +32,320	+55%	+$1.99M	0.26%	92
2021 Q3	$3.62M	Buy	58,583 +19,911	+51%	+$1.27M	0.2%	124
2021 Q2	$2.59M	Sell	38,672 -237	-0.6%	-$15.6K	0.16%	147
2021 Q1	$2.5M	Sell	38,909 -1,227	-3%	-$80.7K	0.17%	140
2020 Q4	$2.49M	Sell	40,136 -246	-0.6%	-$14.2K	0.18%	132
2020 Q3	$2.13M	Buy	+40,382	New	+$2.12M	0.19%	122

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Private Wealth Services's IEMG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.4% in Q2 2026, selling an estimated $2.09M and leaving 385,069 shares worth $31.9M. The position accounts for 0.35% of the portfolio, ranked #58.

Kestra Private Wealth Services first reported a position in IEMG in Q3 2020 and has held it in 24 quarters since. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Kestra Private Wealth Services held 385,069 shares of iShares Core MSCI Emerging Markets ETF worth $31.9M as of Q2 2026.
Kestra Private Wealth Services sold 26,268 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.09M.
iShares Core MSCI Emerging Markets ETF made up 0.35% of Kestra Private Wealth Services's portfolio in Q2 2026, its #58 holding.
Kestra Private Wealth Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and has held it in 24 quarters since.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.