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

Operose 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	$227K	Buy	2,744 +87	+3%	+$6.93K	0.04%	160
2026 Q1	$185K	Sell	2,657 -14	-0.5%	-$1.01K	0.04%	156
2025 Q4	$180K	Buy	2,671 +879	+49%	+$59K	0.04%	160
2025 Q3	$118K	Buy	1,792 +322	+22%	+$20.1K	0.03%	184
2025 Q2	$88.2K	Hold	1,470	–	–	0.02%	191
2025 Q1	$79.3K	Buy	1,470 +738	+101%	+$39.7K	0.03%	182
2024 Q4	$38.2K	Sell	732 -9,626	-93%	-$533K	0.01%	229
2024 Q3	$595K	Buy	10,358 +723	+8%	+$39.1K	0.19%	75
2024 Q2	$516K	Sell	9,635 -659	-6%	-$34.7K	0.18%	79
2024 Q1	$531K	Sell	10,294 -9,364	-48%	-$469K	0.18%	78
2023 Q4	$994K	Sell	19,658 -7,628	-28%	-$369K	0.4%	28
2023 Q3	$1.3M	Buy	27,286 +14,577	+115%	+$721K	0.51%	22
2023 Q2	$626K	Hold	12,709	–	–	0.28%	30
2023 Q1	$620K	Buy	12,709 +507	+4%	+$24.9K	0.31%	28
2022 Q4	$570K	Hold	12,202	–	–	0.3%	29
2022 Q3	$524K	Hold	12,202	–	–	0.34%	28
2022 Q2	$599K	Hold	12,202	–	–	0.42%	23
2022 Q1	$678K	Hold	12,202	–	–	0.47%	23
2021 Q4	$730K	Buy	+12,202	New	+$753K	0.59%	23

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 22.9% 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

Operose Advisors's IEMG Position: Q2 2026 in Review

Operose Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.3% in Q2 2026, buying an estimated $6.93K and bringing the position to 2,744 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #160.

Operose Advisors first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q3 2023. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Operose Advisors held 2,744 shares of iShares Core MSCI Emerging Markets ETF worth $227K as of Q2 2026.
Operose Advisors bought 87 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $6.93K.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Operose Advisors's portfolio in Q2 2026, its #160 holding.
Operose Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.3M in Q3 2023.
2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.