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	1.51%	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	1.79%	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

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

Lineweaver Wealth Advisors's IEMG Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 23% in Q2 2026, selling an estimated $3.63M and leaving 154,417 shares worth $12.8M. The position accounts for 1.51% of the portfolio, ranked #16.

Lineweaver Wealth Advisors first reported a position in IEMG in Q4 2019 and has held it in 6 quarters since. The position peaked at $14M in Q1 2026. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Lineweaver Wealth Advisors held 154,417 shares of iShares Core MSCI Emerging Markets ETF worth $12.8M as of Q2 2026.
Lineweaver Wealth Advisors sold 45,594 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.63M.
iShares Core MSCI Emerging Markets ETF made up 1.51% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Lineweaver Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 6 quarters since.
Lineweaver Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $14M in Q1 2026.
2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.