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

Medallion Wealth 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	$52.4K	Buy	632 +204	+48%	+$16.3K	0.02%	461
2026 Q1	$29.9K	Buy	428 +350	+449%	+$25.3K	0.01%	579
2025 Q4	$5.24K	Hold	78	–	–	﹤0.01%	848
2025 Q3	$5.14K	Hold	78	–	–	﹤0.01%	858
2025 Q2	$4.69K	Hold	78	–	–	﹤0.01%	842
2025 Q1	$4.23K	Hold	78	–	–	﹤0.01%	814
2024 Q4	$4.07K	Buy	+78	New	+$4.32K	﹤0.01%	769

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

Medallion Wealth Advisors's IEMG Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 48% in Q2 2026, buying an estimated $16.3K and bringing the position to 632 shares worth $52.4K. The position accounts for 0.02% of the portfolio, ranked #461.

Medallion Wealth Advisors first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. 2,414 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Medallion Wealth Advisors held 632 shares of iShares Core MSCI Emerging Markets ETF worth $52.4K as of Q2 2026.
Medallion Wealth Advisors bought 204 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $16.3K.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #461 holding.
Medallion Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,414 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.