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

Monograph 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	$347K	Buy	4,192 +712	+20%	+$56.8K	0.03%	111
2026 Q1	$243K	Hold	3,480	–	–	0.02%	133
2025 Q4	$234K	Sell	3,480 -21	-0.6%	-$1.41K	0.02%	125
2025 Q3	$231K	Hold	3,501	–	–	0.02%	130
2025 Q2	$210K	Buy	+3,501	New	+$195K	0.03%	120
2022 Q3	–	Sell	-4,809	Closed	-$236K	–	72
2022 Q2	$236K	Sell	4,809 -1,676	-26%	-$86.6K	0.07%	66
2022 Q1	$360K	Hold	6,485	–	–	0.09%	61
2021 Q4	$388K	Buy	+6,485	New	+$400K	0.1%	58

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

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

Monograph Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q2 2026, buying an estimated $56.8K and bringing the position to 4,192 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #111.

Monograph Wealth Advisors first reported a position in IEMG in Q4 2021 and has held it in 8 quarters since. The position peaked at $388K in Q4 2021. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Monograph Wealth Advisors held 4,192 shares of iShares Core MSCI Emerging Markets ETF worth $347K as of Q2 2026.
Monograph Wealth Advisors bought 712 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $56.8K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Monograph Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Monograph Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 8 quarters since.
Monograph Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $388K in Q4 2021.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

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