MTC Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

MTC Wealth Management’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	$7.86M	Sell	94,923 -2,095	-2%	-$167K	3.53%	12
2026 Q1	$6.77M	Sell	97,018 -62,812	-39%	-$4.53M	3.21%	13
2025 Q4	$10.7M	Sell	159,830 -4,818	-3%	-$323K	5.04%	8
2025 Q3	$10.9M	Sell	164,648 -3,051	-2%	-$190K	5.05%	8
2025 Q2	$10.1M	Sell	167,699 -4,162	-2%	-$232K	4.84%	8
2025 Q1	$9.28M	Sell	171,861 -70,216	-29%	-$3.78M	4.56%	8
2024 Q4	$12.6M	Sell	242,077 -53,207	-18%	-$2.95M	6.09%	6
2024 Q3	$17M	Sell	295,284 -3,287	-1%	-$178K	7.66%	6
2024 Q2	$16M	Sell	298,571 -6,685	-2%	-$352K	7.61%	6
2024 Q1	$15.8M	Sell	305,256 -4,448	-1%	-$223K	7.24%	6
2023 Q4	$15.7M	Sell	309,704 -3,157	-1%	-$153K	7.29%	6
2023 Q3	$14.9M	Buy	312,861 +11,689	+4%	+$578K	7.33%	6
2023 Q2	$14.8M	Buy	301,172 +11,338	+4%	+$554K	7.17%	7
2023 Q1	$14.1M	Buy	289,834 +9,086	+3%	+$446K	7.27%	6
2022 Q4	$13.1M	Buy	280,748 +1,594	+0.6%	+$72.5K	6.97%	7
2022 Q3	$12M	Buy	279,154 +10,055	+4%	+$482K	6.78%	7
2022 Q2	$13.2M	Sell	269,099 -134,361	-33%	-$6.94M	7.04%	6
2022 Q1	$22.4M	Buy	403,460 +112,429	+39%	+$6.5M	7.66%	7
2021 Q4	$17.4M	Buy	291,031 +13,458	+5%	+$830K	6.27%	8
2021 Q3	$17.1M	Buy	277,573 +16,488	+6%	+$1.05M	6.57%	7
2021 Q2	$17.5M	Buy	261,085 +21,781	+9%	+$1.44M	15.07%	4
2021 Q1	$15.4M	Buy	+239,304	New	+$15.7M	6.53%	8

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

MTC Wealth Management's IEMG Position: Q2 2026 in Review

MTC Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.2% in Q2 2026, selling an estimated $167K and leaving 94,923 shares worth $7.86M. The position accounts for 3.53% of the portfolio, ranked #12.

MTC Wealth Management first reported a position in IEMG in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.4M in Q1 2022. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

MTC Wealth Management held 94,923 shares of iShares Core MSCI Emerging Markets ETF worth $7.86M as of Q2 2026.
MTC Wealth Management sold 2,095 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $167K.
iShares Core MSCI Emerging Markets ETF made up 3.53% of MTC Wealth Management's portfolio in Q2 2026, its #12 holding.
MTC Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 22 quarters since.
MTC Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $22.4M in Q1 2022.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on MTC Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.