LWM
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Liberty Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Liberty Wealth 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 		$18.6M Hold
266,950
– – 2.33% 12
2026
Q1 		$18.6M Buy
266,950
+63,024
+31% +$4.55M 2.33% 12
2025
Q4 		$13.7M Buy
203,926
+9,554
+5% +$641K 1.77% 18
2025
Q3 		$12.8M Buy
194,372
+14,082
+8% +$878K 1.8% 17
2025
Q2 		$10.8M Buy
180,290
+51,424
+40% +$2.87M 1.7% 17
2025
Q1 		$6.95M Buy
128,866
+52,690
+69% +$2.84M 1.33% 22
2024
Q4 		$3.98M Buy
76,176
+50,924
+202% +$2.82M 0.66% 39
2024
Q3 		$1.45M Sell
25,252
-73,231
-74% -$3.96M 0.25% 62
2024
Q2 		$1.68M Buy
98,483
+77,032
+359% +$4.06M 0.31% 57
2024
Q1 		$1.1M Sell
21,451
-21,304
-50% -$1.07M 0.22% 68
2023
Q4 		$2.16M Sell
42,755
-2,984
-7% -$145K 0.46% 45
2023
Q3 		$2.18M Sell
45,739
-25,765
-36% -$1.28M 0.54% 41
2023
Q2 		$3.52M Buy
71,504
+2,365
+3% +$116K 0.87% 27
2023
Q1 		$3.37M Buy
+69,139
New +$3.39M 0.7% 37
2021
Q4 		– Sell
-768
Closed -$47K – 599
2021
Q3 		$47K Buy
768
+60
+8% +$3.82K 0.02% 439
2021
Q2 		$47K Buy
708
+83
+13% +$5.47K 0.02% 333
2021
Q1 		$41K Hold
625
– – 0.02% 314
2020
Q4 		$41K Sell
625
-398
-39% -$22.9K 0.02% 311
2020
Q3 		$54K Sell
1,023
-521
-34% -$27.3K 0.03% 218
2020
Q2 		$73K Sell
1,544
-23,600
-94% -$1.05M 0.05% 179
2020
Q1 		$1.02M Sell
25,144
-22,117
-47% -$1.09M 0.89% 23
2019
Q4 		$2.54M Buy
47,261
+23,875
+102% +$1.23M 2% 10
2019
Q3 		$1.15M Buy
23,386
+7,130
+44% +$354K 1.08% 16
2019
Q2 		$836K Buy
16,256
+8,564
+111% +$438K 0.73% 23
2019
Q1 		$397K Buy
7,692
+1,130
+17% +$57.2K 0.3% 48
2018
Q4 		$309K Buy
+6,562
New +$317K 0.23% 61

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

Liberty Wealth Management's IEMG Position: Q2 2026 in Review

Liberty Wealth Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 266,950 shares worth $18.6M. The position accounts for 2.33% of the portfolio, ranked #12.

Liberty Wealth Management first reported a position in IEMG in Q4 2018 and has held it in 26 quarters since. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Liberty Wealth Management held 266,950 shares of iShares Core MSCI Emerging Markets ETF worth $18.6M as of Q2 2026.
  • Liberty Wealth Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares Core MSCI Emerging Markets ETF made up 2.33% of Liberty Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Liberty Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 26 quarters since.
  • 2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.