Koss-Olinger Consulting’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Koss-Olinger Consulting’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	$305K	Sell	3,682 -1,331	-27%	-$106K	0.02%	128
2026 Q1	$350K	Sell	5,013 -513	-9%	-$37K	0.03%	183
2025 Q4	$371K	Buy	5,526 +890	+19%	+$59.7K	0.03%	192
2025 Q3	$278K	Hold	4,636	–	–	0.02%	271
2025 Q2	$278K	Buy	+4,636	New	+$259K	0.02%	275
2024 Q4	–	Sell	-6,728	Closed	-$386K	–	233
2024 Q3	$386K	Buy	+6,728	New	+$364K	0.03%	193
2024 Q1	–	Sell	-5,498	Closed	-$278K	–	163
2023 Q4	$278K	Buy	+5,498	New	+$266K	0.03%	246
2023 Q1	–	Sell	-5,162	Closed	-$241K	–	266
2022 Q4	$241K	Buy	+5,162	New	+$235K	0.03%	182

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

Koss-Olinger Consulting's IEMG Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 27% in Q2 2026, selling an estimated $106K and leaving 3,682 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #128.

Koss-Olinger Consulting first reported a position in IEMG in Q4 2022 and has held it in 8 quarters since. The position peaked at $386K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Koss-Olinger Consulting held 3,682 shares of iShares Core MSCI Emerging Markets ETF worth $305K as of Q2 2026.
Koss-Olinger Consulting sold 1,331 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $106K.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #128 holding.
Koss-Olinger Consulting first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
Koss-Olinger Consulting's iShares Core MSCI Emerging Markets ETF position peaked at $386K in Q3 2024.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.