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

Lantern Wealth Advisors’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 Q3	$683K	Sell	8,418 -324	-4%	-$26.1K	0.29%	83
2026 Q2	$724K	Sell	8,742 -1,162	-12%	-$92.6K	0.33%	78
2026 Q1	$691K	Sell	9,904 -2,126	-18%	-$153K	0.35%	78
2025 Q4	$809K	Buy	12,030 +485	+4%	+$32.5K	0.43%	59
2025 Q3	$761K	Sell	11,545 -5,712	-33%	-$356K	0.4%	63
2025 Q2	$1.04M	Buy	+17,257	New	+$963K	0.62%	47
2024 Q4	$550K	Sell	10,538 -544	-5%	-$30.1K	0.36%	69
2024 Q3	$636K	Buy	11,082 +1,104	+11%	+$59.8K	0.44%	56
2024 Q2	$534K	Sell	9,978 -544	-5%	-$28.7K	0.39%	64
2024 Q1	$540K	Sell	10,522 -1,823	-15%	-$91.3K	0.38%	68
2023 Q4	$624K	Buy	+12,345	New	+$598K	0.49%	52

Other funds holding IEMG

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lantern Wealth Advisors's IEMG Position: Q3 2026 in Review

Lantern Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.7% in Q3 2026, selling an estimated $26.1K and leaving 8,418 shares worth $683K. The position accounts for 0.29% of the portfolio, ranked #83.

Lantern Wealth Advisors first reported a position in IEMG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q2 2025. 1,163 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Lantern Wealth Advisors held 8,418 shares of iShares Core MSCI Emerging Markets ETF worth $683K as of Q3 2026.
Lantern Wealth Advisors sold 324 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $26.1K.
iShares Core MSCI Emerging Markets ETF made up 0.29% of Lantern Wealth Advisors's portfolio in Q3 2026, its #83 holding.
Lantern Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
Lantern Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.04M in Q2 2025.
1,163 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.