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

National Wealth 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	$1.14M	Buy	13,715 +27	+0.2%	+$2.15K	0.35%	70
2026 Q1	$955K	Sell	13,688 -673	-5%	-$48.6K	0.36%	64
2025 Q4	$965K	Sell	14,361 -483	-3%	-$32.4K	0.33%	70
2025 Q3	$979K	Buy	14,844 +1,294	+10%	+$80.7K	0.37%	57
2025 Q2	$813K	Sell	13,550 -164	-1%	-$9.15K	0.46%	46
2025 Q1	$740K	Sell	13,714 -610	-4%	-$32.8K	0.49%	50
2024 Q4	$748K	Buy	14,324 +345	+2%	+$19.1K	0.5%	45
2024 Q3	$803K	Buy	13,979 +978	+8%	+$52.9K	0.54%	43
2024 Q2	$696K	Buy	13,001 +129	+1%	+$6.8K	0.53%	46
2024 Q1	$664K	Sell	12,872 -153	-1%	-$7.66K	0.52%	43
2023 Q4	$659K	Buy	13,025 +399	+3%	+$19.3K	0.64%	42
2023 Q3	$601K	Buy	12,626 +120	+1%	+$5.94K	0.65%	42
2023 Q2	$626K	Sell	12,506 -817	-6%	-$39.9K	0.65%	45
2023 Q1	$638K	Buy	13,323 +6,997	+111%	+$343K	0.73%	36
2022 Q4	$295K	Buy	6,326 +764	+14%	+$34.7K	0.35%	93
2022 Q3	$239K	Buy	5,562 +1,075	+24%	+$51.5K	0.31%	105
2022 Q2	$220K	Sell	4,487 -54	-1%	-$2.79K	0.28%	98
2022 Q1	$252K	Sell	4,541 -473	-9%	-$27.3K	0.24%	94
2021 Q4	$300K	Buy	+5,014	New	+$309K	0.28%	87

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

National Wealth Management Group's IEMG Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.2% in Q2 2026, buying an estimated $2.15K and bringing the position to 13,715 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #70.

National Wealth Management Group first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. 693 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

National Wealth Management Group held 13,715 shares of iShares Core MSCI Emerging Markets ETF worth $1.14M as of Q2 2026.
National Wealth Management Group bought 27 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.15K.
iShares Core MSCI Emerging Markets ETF made up 0.35% of National Wealth Management Group's portfolio in Q2 2026, its #70 holding.
National Wealth Management Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
693 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.