KWB Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

KWB Wealth’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	$26.2M	Sell	315,752 -89,233	-22%	-$7.11M	2.24%	10
2026 Q1	$27.2M	Sell	404,985 -5,406	-1%	-$390K	2.69%	8
2025 Q4	$27.6M	Buy	410,391 +404,645	+7,042%	+$27.1M	2.61%	9
2025 Q3	$345K	Sell	5,746 -1,921	-25%	-$120K	0.04%	108
2025 Q2	$414K	Buy	7,667 +14	+0.2%	+$781	0.05%	98
2025 Q1	$400K	Buy	7,653 +265	+4%	+$14.3K	0.05%	108
2024 Q4	$424K	Sell	7,388 -587	-7%	-$32.5K	0.05%	95
2024 Q3	$427K	Buy	7,975 +108	+1%	+$5.85K	0.06%	87
2024 Q2	$406K	Hold	7,867	–	–	0.06%	88
2024 Q1	$406K	Buy	7,867 +447	+6%	+$22.4K	0.05%	88
2023 Q4	$375K	Sell	7,420 -1,420	-16%	-$68.8K	0.05%	93
2023 Q3	$436K	Hold	8,840	–	–	0.07%	81
2023 Q2	$436K	Sell	8,840 -2,259	-20%	-$110K	0.07%	83
2023 Q1	$518K	Buy	11,099 +2,129	+24%	+$104K	0.1%	71
2022 Q4	$419K	Sell	8,970 -23,115	-72%	-$1.05M	0.08%	75
2022 Q3	$1.38M	Sell	32,085 -5,369	-14%	-$257K	0.28%	38
2022 Q2	$1.84M	Sell	37,454 -11,352	-23%	-$587K	0.35%	34
2022 Q1	$2.92M	Sell	48,806 -259	-0.5%	-$15K	0.49%	25
2021 Q4	$2.94M	Sell	49,065 -4,436	-8%	-$274K	0.49%	25
2021 Q3	$3.3M	Sell	53,501 -65,258	-55%	-$4.15M	0.59%	23
2021 Q2	$7.64M	Hold	118,759	–	–	1.47%	17
2021 Q1	$7.64M	Sell	118,759 -71,876	-38%	-$4.73M	1.46%	17
2020 Q4	$11.8M	Buy	+190,635	New	+$11M	2.46%	12

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

KWB Wealth's IEMG Position: Q2 2026 in Review

KWB Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 22% in Q2 2026, selling an estimated $7.11M and leaving 315,752 shares worth $26.2M. The position accounts for 2.24% of the portfolio, ranked #10.

KWB Wealth first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.6M in Q4 2025. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

KWB Wealth held 315,752 shares of iShares Core MSCI Emerging Markets ETF worth $26.2M as of Q2 2026.
KWB Wealth sold 89,233 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $7.11M.
iShares Core MSCI Emerging Markets ETF made up 2.24% of KWB Wealth's portfolio in Q2 2026, its #10 holding.
KWB Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
KWB Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $27.6M in Q4 2025.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.