Matrix Private Capital Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Matrix Private Capital Group’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	$339K	Buy	4,093 +74	+2%	+$5.9K	0.15%	69
2026 Q1	$280K	Hold	4,019	–	–	0.14%	79
2025 Q4	$270K	Hold	4,019	–	–	0.14%	76
2025 Q3	$265K	Hold	4,019	–	–	0.14%	77
2025 Q2	$241K	Hold	4,019	–	–	0.14%	82
2025 Q1	$217K	Hold	4,019	–	–	0.13%	93
2024 Q4	$210K	Hold	4,019	–	–	0.12%	105
2024 Q3	$231K	Hold	4,019	–	–	0.13%	99
2024 Q2	$215K	Hold	4,019	–	–	0.14%	99
2024 Q1	$207K	Hold	4,019	–	–	0.14%	101
2023 Q4	$203K	Buy	+4,019	New	+$195K	0.15%	96
2020 Q1	–	Sell	-1,402	Closed	-$75K	–	181
2019 Q4	$75K	Buy	+1,402	New	+$72.2K	0.08%	157

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

Matrix Private Capital Group's IEMG Position: Q2 2026 in Review

Matrix Private Capital Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.8% in Q2 2026, buying an estimated $5.9K and bringing the position to 4,093 shares worth $339K. The position accounts for 0.15% of the portfolio, ranked #69.

Matrix Private Capital Group first reported a position in IEMG in Q4 2019 and has held it in 12 quarters since. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Matrix Private Capital Group held 4,093 shares of iShares Core MSCI Emerging Markets ETF worth $339K as of Q2 2026.
Matrix Private Capital Group bought 74 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.9K.
iShares Core MSCI Emerging Markets ETF made up 0.15% of Matrix Private Capital Group's portfolio in Q2 2026, its #69 holding.
Matrix Private Capital Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 12 quarters since.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.