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

Lauterbach Financial 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 Q2	$1.79M	Sell	21,584 -629	-3%	-$50.1K	0.77%	20
2026 Q1	$1.55M	Buy	22,213 +658	+3%	+$47.5K	0.76%	20
2025 Q4	$1.45M	Sell	21,555 -2,521	-10%	-$169K	0.71%	22
2025 Q3	$1.59M	Buy	24,076 +170	+0.7%	+$10.6K	0.8%	19
2025 Q2	$1.44M	Buy	23,906 +712	+3%	+$39.7K	0.79%	21
2025 Q1	$1.25M	Buy	23,194 +2,421	+12%	+$130K	0.78%	19
2024 Q4	$1.08M	Buy	20,773 +1,848	+10%	+$102K	0.66%	24
2024 Q3	$1.09M	Sell	18,925 -3,343	-15%	-$181K	0.66%	23
2024 Q2	$1.16M	Sell	22,268 -1,325	-6%	-$69.9K	0.77%	20
2024 Q1	$1.22M	Buy	23,593 +11,576	+96%	+$580K	0.8%	20
2023 Q4	$608K	Buy	12,017 +1,556	+15%	+$75.4K	0.42%	28
2023 Q3	$498K	Buy	10,461 +3	+0%	+$148	0.39%	31
2023 Q2	$515K	Buy	10,458 +2,562	+32%	+$125K	0.39%	30
2023 Q1	$385K	Sell	7,896 -348	-4%	-$17.1K	0.31%	36
2022 Q4	$385K	Buy	8,244 +2,450	+42%	+$111K	0.34%	31
2022 Q3	$249K	Sell	5,794 -1,581	-21%	-$75.8K	0.25%	42
2022 Q2	$362K	Buy	7,375 +2,671	+57%	+$138K	0.34%	28
2022 Q1	$261K	Buy	4,704 +184	+4%	+$10.6K	0.24%	38
2021 Q4	$271K	Buy	+4,520	New	+$279K	0.24%	38

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

Lauterbach Financial Advisors's IEMG Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.8% in Q2 2026, selling an estimated $50.1K and leaving 21,584 shares worth $1.79M. The position accounts for 0.77% of the portfolio, ranked #20.

Lauterbach Financial Advisors first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Lauterbach Financial Advisors held 21,584 shares of iShares Core MSCI Emerging Markets ETF worth $1.79M as of Q2 2026.
Lauterbach Financial Advisors sold 629 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $50.1K.
iShares Core MSCI Emerging Markets ETF made up 0.77% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #20 holding.
Lauterbach Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.