Lutz Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lutz Financial Services’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	$7.32M	Sell	88,309 -630	-0.7%	-$50.2K	0.45%	41
2026 Q1	$6.2M	Sell	88,939 -465	-0.5%	-$33.6K	0.42%	41
2025 Q4	$6.01M	Buy	89,404 +3,637	+4%	+$244K	0.41%	42
2025 Q3	$5.65M	Sell	85,767 -1,214	-1%	-$75.7K	0.41%	42
2025 Q2	$5.22M	Sell	86,981 -389	-0.4%	-$21.7K	0.41%	42
2025 Q1	$4.72M	Sell	87,370 -1,667	-2%	-$89.7K	0.39%	43
2024 Q4	$4.65M	Buy	89,037 +3,307	+4%	+$183K	0.38%	47
2024 Q3	$4.92M	Sell	85,730 -1,656	-2%	-$89.6K	0.4%	44
2024 Q2	$4.68M	Sell	87,386 -9,154	-9%	-$483K	0.41%	42
2024 Q1	$4.98M	Sell	96,540 -762	-0.8%	-$38.2K	0.44%	41
2023 Q4	$4.92M	Buy	97,302 +10,664	+12%	+$517K	0.46%	42
2023 Q3	$4.12M	Sell	86,638 -1,461	-2%	-$72.3K	0.45%	43
2023 Q2	$4.34M	Sell	88,099 -3,276	-4%	-$160K	0.47%	42
2023 Q1	$4.46M	Sell	91,375 -1,990	-2%	-$97.6K	0.51%	40
2022 Q4	$4.36M	Sell	93,365 -4,309	-4%	-$196K	0.54%	41
2022 Q3	$4.2M	Sell	97,674 -38,903	-28%	-$1.86M	0.57%	38
2022 Q2	$6.7M	Buy	136,577 +42,107	+45%	+$2.18M	0.89%	31
2022 Q1	$5.25M	Buy	94,470 +85	+0.1%	+$4.91K	0.65%	32
2021 Q4	$5.65M	Sell	94,385 -9,661	-9%	-$596K	0.69%	32
2021 Q3	$6.43M	Buy	104,046 +9,884	+10%	+$629K	0.83%	30
2021 Q2	$6.31M	Sell	94,162 -1,886	-2%	-$124K	0.84%	30
2021 Q1	$6.18M	Sell	96,048 -3,477	-3%	-$229K	0.91%	28
2020 Q4	$6.17M	Sell	99,525 -267	-0.3%	-$15.4K	1.01%	28
2020 Q3	$5.27M	Sell	99,792 -1,084	-1%	-$56.8K	1.02%	27
2020 Q2	$4.8M	Sell	100,876 -39,826	-28%	-$1.78M	0.98%	27
2020 Q1	$5.69M	Buy	140,702 +21,478	+18%	+$1.05M	1.27%	27
2019 Q4	$6.41M	Buy	119,224 +1,288	+1%	+$66.4K	1.14%	23
2019 Q3	$5.78M	Buy	117,936 +6,561	+6%	+$325K	1.11%	24
2019 Q2	$5.73M	Buy	111,375 +4,913	+5%	+$251K	1.12%	22
2019 Q1	$5.5M	Sell	106,462 -3,865	-4%	-$196K	1.12%	22
2018 Q4	$5.2M	Buy	+110,327	New	+$5.33M	1.16%	25

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

Lutz Financial Services's IEMG Position: Q2 2026 in Review

Lutz Financial Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.71% in Q2 2026, selling an estimated $50.2K and leaving 88,309 shares worth $7.32M. The position accounts for 0.45% of the portfolio, ranked #41.

Lutz Financial Services first reported a position in IEMG in Q4 2018 and has held it in 31 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Lutz Financial Services held 88,309 shares of iShares Core MSCI Emerging Markets ETF worth $7.32M as of Q2 2026.
Lutz Financial Services sold 630 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $50.2K.
iShares Core MSCI Emerging Markets ETF made up 0.45% of Lutz Financial Services's portfolio in Q2 2026, its #41 holding.
Lutz Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.