Milestone Asset Management Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Milestone Asset Management 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	$569K	Buy	6,869 +22	+0.3%	+$1.75K	0.29%	76
2026 Q1	$478K	Sell	6,847 -16	-0.2%	-$1.16K	0.28%	72
2025 Q4	$461K	Buy	6,863 +61	+0.9%	+$4.09K	0.26%	77
2025 Q3	$448K	Hold	6,802	–	–	0.28%	76
2025 Q2	$408K	Buy	6,802 +88	+1%	+$4.91K	0.3%	71
2025 Q1	$362K	Sell	6,714 -191	-3%	-$10.3K	0.33%	70
2024 Q4	$361K	Buy	+6,905	New	+$382K	0.32%	68

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

Milestone Asset Management Group's IEMG Position: Q2 2026 in Review

Milestone Asset Management Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.32% in Q2 2026, buying an estimated $1.75K and bringing the position to 6,869 shares worth $569K. The position accounts for 0.29% of the portfolio, ranked #76.

Milestone Asset Management Group first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Milestone Asset Management Group held 6,869 shares of iShares Core MSCI Emerging Markets ETF worth $569K as of Q2 2026.
Milestone Asset Management Group bought 22 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.75K.
iShares Core MSCI Emerging Markets ETF made up 0.29% of Milestone Asset Management Group's portfolio in Q2 2026, its #76 holding.
Milestone Asset Management Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.