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Lord & Richards Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-2,412
Closed -$130K – 99
2025
Q1 		$130K Sell
2,412
-3,014
-56% -$162K 0.15% 75
2024
Q4 		$283K Buy
+5,426
New +$300K 0.6% 54

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Lord & Richards Wealth Management's IEMG Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2025, closing a stake of 2,412 shares — an estimated $130K sold.

Lord & Richards Wealth Management first reported a position in IEMG in Q4 2024 and held it in 2 quarters. The position peaked at $283K in Q4 2024. 1,903 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,412 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $130K.
  • Lord & Richards Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $283K in Q4 2024.
  • 1,903 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.