McKinley Carter Wealth Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

McKinley Carter Wealth 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	$15.1M	Sell	182,138 -3,921	-2%	-$313K	0.78%	27
2026 Q1	$13M	Sell	186,059 -142,918	-43%	-$10.3M	0.75%	28
2025 Q4	$22.1M	Sell	328,977 -103,827	-24%	-$6.97M	1.24%	18
2025 Q3	$28.5M	Buy	432,804 +6,484	+2%	+$404K	1.5%	13
2025 Q2	$25.6M	Sell	426,320 -5,453	-1%	-$304K	1.42%	14
2025 Q1	$23.3M	Buy	431,773 +33,300	+8%	+$1.79M	1.43%	16
2024 Q4	$20.8M	Buy	398,473 +17,390	+5%	+$963K	1.27%	17
2024 Q3	$21.9M	Buy	381,083 +8,565	+2%	+$464K	1.32%	15
2024 Q2	$19.9M	Buy	372,518 +5,514	+2%	+$291K	1.27%	16
2024 Q1	$18.9M	Buy	367,004 +23,964	+7%	+$1.2M	1.27%	14
2023 Q4	$17.4M	Buy	343,040 +18,286	+6%	+$886K	1.27%	14
2023 Q3	$15.5M	Sell	324,754 -29,276	-8%	-$1.45M	1.23%	16
2023 Q2	$17.5M	Buy	354,030 +11,444	+3%	+$559K	1.31%	15
2023 Q1	$16.7M	Buy	342,586 +35,082	+11%	+$1.72M	1.31%	16
2022 Q4	$14.4M	Buy	307,504 +24,002	+8%	+$1.09M	1.22%	18
2022 Q3	$12.2M	Buy	283,502 +42,575	+18%	+$2.04M	1.13%	20
2022 Q2	$11.8M	Sell	240,927 -1,660	-0.7%	-$85.8K	1.05%	19
2022 Q1	$13.5M	Buy	242,587 +21,881	+10%	+$1.26M	1.05%	20
2021 Q4	$13.2M	Sell	220,706 -11,255	-5%	-$694K	0.99%	21
2021 Q3	$14.3M	Sell	231,961 -442,206	-66%	-$28.2M	1.17%	17
2021 Q2	$45.2M	Buy	674,167 +233,600	+53%	+$15.4M	3.74%	4
2021 Q1	$28.4M	Buy	440,567 +435,924	+9,389%	+$28.7M	2.42%	11
2020 Q4	$288K	Buy	+4,643	New	+$268K	0.04%	219

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

McKinley Carter Wealth Services's IEMG Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.1% in Q2 2026, selling an estimated $313K and leaving 182,138 shares worth $15.1M. The position accounts for 0.78% of the portfolio, ranked #27.

McKinley Carter Wealth Services first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $45.2M in Q2 2021. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

McKinley Carter Wealth Services held 182,138 shares of iShares Core MSCI Emerging Markets ETF worth $15.1M as of Q2 2026.
McKinley Carter Wealth Services sold 3,921 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $313K.
iShares Core MSCI Emerging Markets ETF made up 0.78% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #27 holding.
McKinley Carter Wealth Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
McKinley Carter Wealth Services's iShares Core MSCI Emerging Markets ETF position peaked at $45.2M in Q2 2021.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.