Lantz Financial’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lantz Financial’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	$5.93M	Sell	71,637 -17,645	-20%	-$1.41M	1.09%	21
2026 Q1	$6.23M	Sell	89,282 -2,444	-3%	-$176K	1.29%	18
2025 Q4	$6.17M	Buy	91,726 +19,587	+27%	+$1.31M	1.3%	20
2025 Q3	$4.76M	Buy	72,139 +11,457	+19%	+$715K	1.05%	20
2025 Q2	$3.64M	Buy	60,682 +31,931	+111%	+$1.78M	0.91%	25
2025 Q1	$1.55M	Buy	28,751 +9,166	+47%	+$493K	0.42%	73
2024 Q4	$1.02M	Buy	19,585 +46	+0.2%	+$2.55K	0.27%	88
2024 Q3	$1.12M	Sell	19,539 -5,873	-23%	-$318K	0.3%	87
2024 Q2	$1.36M	Buy	25,412 +10,617	+72%	+$560K	0.42%	72
2024 Q1	$763K	Sell	14,795 -13,821	-48%	-$692K	0.25%	93
2023 Q4	$1.45M	Buy	28,616 +1,018	+4%	+$49.3K	0.52%	62
2023 Q3	$1.31M	Sell	27,598 -12,662	-31%	-$627K	0.52%	58
2023 Q2	$1.98M	Buy	40,260 +1,988	+5%	+$97.1K	0.78%	31
2023 Q1	$1.87M	Buy	+38,272	New	+$1.88M	0.78%	32
2022 Q1	–	Sell	-3,564	Closed	-$213K	–	169
2021 Q4	$213K	Buy	3,564 +69	+2%	+$4.26K	0.1%	144
2021 Q3	$216K	Sell	3,495 -347	-9%	-$22.1K	0.11%	138
2021 Q2	$257K	Buy	3,842 +20	+0.5%	+$1.32K	0.13%	132
2021 Q1	$246K	Hold	3,822	–	–	0.14%	117
2020 Q4	$237K	Buy	3,822 +35	+0.9%	+$2.02K	0.15%	110
2020 Q3	$200K	Buy	+3,787	New	+$199K	0.13%	112
2020 Q1	–	Sell	-5,686	Closed	-$306K	–	115
2019 Q4	$306K	Buy	+5,686	New	+$293K	0.18%	106

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

Lantz Financial's IEMG Position: Q2 2026 in Review

Lantz Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q2 2026, selling an estimated $1.41M and leaving 71,637 shares worth $5.93M. The position accounts for 1.09% of the portfolio, ranked #21.

Lantz Financial first reported a position in IEMG in Q4 2019 and has held it in 21 quarters since. The position peaked at $6.23M in Q1 2026. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Lantz Financial held 71,637 shares of iShares Core MSCI Emerging Markets ETF worth $5.93M as of Q2 2026.
Lantz Financial sold 17,645 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.41M.
iShares Core MSCI Emerging Markets ETF made up 1.09% of Lantz Financial's portfolio in Q2 2026, its #21 holding.
Lantz Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 21 quarters since.
Lantz Financial's iShares Core MSCI Emerging Markets ETF position peaked at $6.23M in Q1 2026.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.