&Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

&Partners’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	$175M	Buy	2,115,509 +132,523	+7%	+$10.6M	0.72%	20
2026 Q1	$139M	Buy	1,982,986 +1,069,134	+117%	+$77.2M	0.68%	21
2025 Q4	$61.5M	Buy	913,852 +96,061	+12%	+$6.44M	0.32%	61
2025 Q3	$53.9M	Buy	817,791 +240,073	+42%	+$15M	0.35%	60
2025 Q2	$34.6M	Buy	577,718 +46,650	+9%	+$2.6M	0.27%	89
2025 Q1	$28.7M	Sell	531,068 -15,274	-3%	-$822K	0.3%	71
2024 Q4	$28.7M	Buy	546,342 +344,943	+171%	+$19.1M	0.34%	61
2024 Q3	$11.6M	Buy	201,399 +108,946	+118%	+$5.9M	0.22%	103
2024 Q2	$4.95M	Buy	92,453 +85,720	+1,273%	+$4.52M	0.22%	103
2024 Q1	$347K	Buy	+6,733	New	+$337K	0.05%	336

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

&Partners's IEMG Position: Q2 2026 in Review

&Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.7% in Q2 2026, buying an estimated $10.6M and bringing the position to 2,115,509 shares worth $175M. The position accounts for 0.72% of the portfolio, ranked #20.

&Partners first reported a position in IEMG in Q1 2024 and has held it in 10 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

&Partners held 2,115,509 shares of iShares Core MSCI Emerging Markets ETF worth $175M as of Q2 2026.
&Partners bought 132,523 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $10.6M.
iShares Core MSCI Emerging Markets ETF made up 0.72% of &Partners's portfolio in Q2 2026, its #20 holding.
&Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.