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

Lineweaver 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 Q2	$12.8M	Sell	154,417 -45,594	-23%	-$3.63M	1.52%	16
2026 Q1	$14M	Buy	200,011 +3,367	+2%	+$243K	1.88%	13
2025 Q4	$13.2M	Buy	196,644 +9,005	+5%	+$604K	1.8%	12
2025 Q3	$12.4M	Buy	+187,639	New	+$11.7M	1.81%	13
2020 Q2	–	Sell	-105,991	Closed	-$4.3M	–	84
2020 Q1	$4.3M	Sell	105,991 -42,522	-29%	-$2.09M	2.7%	10
2019 Q4	$7.98M	Buy	+148,513	New	+$7.65M	4.51%	6

Other funds holding IEMG

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return