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Legacy Wealth Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Legacy Wealth Asset Management’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 		$461K Sell
5,569
-141
-2% -$11.2K 0.1% 279
2026
Q1 		$398K Sell
5,710
-11,283
-66% -$814K 0.1% 289
2025
Q4 		$1.14M Buy
16,993
+11,425
+205% +$767K 0.28% 99
2025
Q3 		$367K Hold
5,568
– – 0.09% 299
2025
Q2 		$334K Hold
5,568
– – 0.08% 301
2025
Q1 		$301K Sell
5,568
-14,567
-72% -$784K 0.08% 302
2024
Q4 		$1.05M Buy
20,135
+14,567
+262% +$807K 0.29% 92
2024
Q3 		$320K Hold
5,568
– – 0.09% 298
2024
Q2 		$298K Hold
5,568
– – 0.08% 297
2024
Q1 		$287K Sell
5,568
-290
-5% -$14.5K 0.08% 302
2023
Q4 		$296K Buy
5,858
+1,190
+25% +$57.6K 0.1% 291
2023
Q3 		$222K Hold
4,668
– – 0.08% 309
2023
Q2 		$230K Hold
4,668
– – 0.08% 323
2023
Q1 		$228K Hold
4,668
– – 0.08% 321
2022
Q4 		$218K Hold
4,668
– – 0.08% 317
2022
Q3 		$201K Hold
4,668
– – 0.09% 308
2022
Q2 		$229K Hold
4,668
– – 0.09% 273
2022
Q1 		$259K Hold
4,668
– – 0.09% 263
2021
Q4 		$279K Hold
4,668
– – 0.09% 263
2021
Q3 		$288K Hold
4,668
– – 0.13% 241
2021
Q2 		$313K Hold
4,668
– – 0.14% 243
2021
Q1 		$300K Hold
4,668
– – 0.14% 244
2020
Q4 		$290K Buy
+4,668
New +$269K 0.15% 233

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Wealth Asset Management's IEMG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.5% in Q2 2026, selling an estimated $11.2K and leaving 5,569 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #279.

Legacy Wealth Asset Management first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q4 2025. 2,414 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Legacy Wealth Asset Management held 5,569 shares of iShares Core MSCI Emerging Markets ETF worth $461K as of Q2 2026.
  • Legacy Wealth Asset Management sold 141 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Core MSCI Emerging Markets ETF made up 0.1% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #279 holding.
  • Legacy Wealth Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.14M in Q4 2025.
  • 2,414 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.