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

LWM 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 		$595K Buy
7,184
+1,780
+33% +$142K 0.44% 15
2026
Q1 		$377K Buy
+5,404
New +$390K 0.33% 18

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NYU
New York University New York $128M AUM

LWM Advisors's IEMG Position: Q2 2026 in Review

LWM Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 33% in Q2 2026, buying an estimated $142K and bringing the position to 7,184 shares worth $595K. The position accounts for 0.44% of the portfolio, ranked #15.

LWM Advisors first reported a position in IEMG in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • LWM Advisors held 7,184 shares of iShares Core MSCI Emerging Markets ETF worth $595K as of Q2 2026.
  • LWM Advisors bought 1,780 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $142K.
  • iShares Core MSCI Emerging Markets ETF made up 0.44% of LWM Advisors's portfolio in Q2 2026, its #15 holding.
  • LWM Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

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