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

Patten & Patten’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 		$551K Hold
6,646
– – 0.03% 239
2026
Q1 		$464K Buy
6,646
+229
+4% +$16.5K 0.03% 246
2025
Q4 		$431K Sell
6,417
-117
-2% -$7.85K 0.03% 253
2025
Q3 		$431K Buy
+6,534
New +$408K 0.03% 256

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Patten & Patten's IEMG Position: Q2 2026 in Review

Patten & Patten held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 6,646 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #239.

Patten & Patten first reported a position in IEMG in Q3 2025 and has held it in 4 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Patten & Patten held 6,646 shares of iShares Core MSCI Emerging Markets ETF worth $551K as of Q2 2026.
  • Patten & Patten left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.03% of Patten & Patten's portfolio in Q2 2026, its #239 holding.
  • Patten & Patten first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.