Marks Group Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Marks Group 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
2026 Q2	$19.7M	Sell	237,380 -5,612	-2%	-$447K	1.71%	10
2026 Q1	$16.9M	Buy	242,992 +17,454	+8%	+$1.26M	1.63%	6
2025 Q4	$15.2M	Buy	225,538 +47,939	+27%	+$3.22M	1.45%	11
2025 Q3	$11.7M	Buy	177,599 +40,253	+29%	+$2.51M	1.09%	16
2025 Q2	$8.24M	Buy	137,346 +63,458	+86%	+$3.54M	0.77%	64
2025 Q1	$3.99M	Buy	73,888 +42,330	+134%	+$2.28M	0.38%	86
2024 Q4	$1.65M	Buy	31,558 +1,012	+3%	+$56K	0.16%	130
2024 Q3	$1.75M	Sell	30,546 -35,937	-54%	-$1.95M	0.17%	134
2024 Q2	$3.56M	Buy	66,483 +1,084	+2%	+$57.2K	0.37%	84
2024 Q1	$3.37M	Buy	65,399 +2,866	+5%	+$144K	0.35%	88
2023 Q4	$3.16M	Sell	62,533 -7,911	-11%	-$383K	0.36%	88
2023 Q3	$3.35M	Sell	70,444 -32,728	-32%	-$1.62M	0.42%	86
2023 Q2	$5.09M	Buy	103,172 +4,652	+5%	+$227K	0.6%	72
2023 Q1	$4.81M	Buy	+98,520	New	+$4.83M	0.61%	73

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

Marks Group Wealth Management's IEMG Position: Q2 2026 in Review

Marks Group Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.3% in Q2 2026, selling an estimated $447K and leaving 237,380 shares worth $19.7M. The position accounts for 1.71% of the portfolio, ranked #10.

Marks Group Wealth Management first reported a position in IEMG in Q1 2023 and has held it in 14 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Marks Group Wealth Management held 237,380 shares of iShares Core MSCI Emerging Markets ETF worth $19.7M as of Q2 2026.
Marks Group Wealth Management sold 5,612 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $447K.
iShares Core MSCI Emerging Markets ETF made up 1.71% of Marks Group Wealth Management's portfolio in Q2 2026, its #10 holding.
Marks Group Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.