LL
IEMG icon

LPWM LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

LPWM LLC’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 		$2.73M Buy
33,003
+2,294
+7% +$183K 0.61% 27
2026
Q1 		$2.14M Buy
30,709
+5,713
+23% +$412K 0.54% 28
2025
Q4 		$1.68M Buy
24,996
+2,654
+12% +$178K 0.42% 36
2025
Q3 		$1.47M Buy
22,342
+811
+4% +$50.6K 0.39% 35
2025
Q2 		$1.29M Buy
21,531
+332
+2% +$18.5K 0.38% 35
2025
Q1 		$1.14M Sell
21,199
-21
-0.1% -$1.13K 0.37% 35
2024
Q4 		$1.11M Sell
21,220
-456
-2% -$25.3K 0.36% 35
2024
Q3 		$1.26M Buy
21,676
+460
+2% +$24.9K 0.41% 32
2024
Q2 		$1.16M Buy
21,216
+320
+2% +$16.9K 0.4% 32
2024
Q1 		$1.08M Sell
20,896
-780
-4% -$39.1K 0.4% 32
2023
Q4 		$1.08M Buy
21,676
+1,163
+6% +$56.3K 0.43% 30
2023
Q3 		$971K Buy
20,513
+543
+3% +$26.9K 0.44% 31
2023
Q2 		$996K Sell
19,970
-143
-0.7% -$6.98K 0.44% 31
2023
Q1 		$981K Buy
20,113
+382
+2% +$18.7K 0.47% 27
2022
Q4 		$985K Sell
19,731
-1,025
-5% -$46.6K 0.53% 26
2022
Q3 		$892K Buy
20,756
+201
+1% +$9.63K 0.53% 27
2022
Q2 		$1.01M Sell
20,555
-1,009
-5% -$52.1K 0.56% 27
2022
Q1 		$1.19M Buy
21,564
+59
+0.3% +$3.41K 0.59% 26
2021
Q4 		$1.29M Buy
21,505
+1,258
+6% +$77.6K 0.68% 21
2021
Q3 		$1.25M Buy
20,247
+249
+1% +$15.9K 0.74% 20
2021
Q2 		$1.31M Buy
19,998
+1,087
+6% +$71.6K 0.78% 20
2021
Q1 		$1.23M Buy
18,911
+809
+4% +$53.2K 0.83% 20
2020
Q4 		$1.12M Buy
18,102
+488
+3% +$28.1K 0.84% 20
2020
Q3 		$939K Buy
17,614
+259
+1% +$13.6K 0.76% 22
2020
Q2 		$826K Buy
17,355
+9,207
+113% +$411K 0.75% 23
2020
Q1 		$330K Buy
+8,148
New +$400K 0.36% 30

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

LPWM LLC's IEMG Position: Q2 2026 in Review

LPWM LLC increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.5% in Q2 2026, buying an estimated $183K and bringing the position to 33,003 shares worth $2.73M. The position accounts for 0.61% of the portfolio, ranked #27.

LPWM LLC first reported a position in IEMG in Q1 2020 and has held it in 26 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • LPWM LLC held 33,003 shares of iShares Core MSCI Emerging Markets ETF worth $2.73M as of Q2 2026.
  • LPWM LLC bought 2,294 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $183K.
  • iShares Core MSCI Emerging Markets ETF made up 0.61% of LPWM LLC's portfolio in Q2 2026, its #27 holding.
  • LPWM LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.