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

Proficio Capital 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	$1.02M	Buy	12,371 +2,947	+31%	+$235K	0.04%	202
2026 Q1	$657K	Hold	9,424	–	–	0.04%	158
2025 Q4	$633K	Hold	9,424	–	–	0.04%	152
2025 Q3	$621K	Sell	9,424 -100	-1%	-$6.24K	0.04%	116
2025 Q2	$572K	Hold	9,524	–	–	0.04%	226
2025 Q1	$514K	Buy	9,524 +100	+1%	+$5.38K	0.04%	207
2024 Q4	$492K	Buy	+9,424	New	+$522K	0.04%	190
2023 Q4	–	Sell	-16,178	Closed	-$770K	–	315
2023 Q3	$770K	Buy	+16,178	New	+$801K	0.1%	105
2023 Q1	–	Sell	-10,549	Closed	-$493K	–	296
2022 Q4	$493K	Buy	10,549 +1,443	+16%	+$65.6K	0.09%	136
2022 Q3	$391K	Buy	9,106 +298	+3%	+$14.3K	0.07%	146
2022 Q2	$432K	Hold	8,808	–	–	0.08%	142
2022 Q1	$489K	Buy	8,808 +1,425	+19%	+$82.3K	0.07%	140
2021 Q4	$442K	Buy	7,383 +284	+4%	+$17.5K	0.06%	155
2021 Q3	$438K	Hold	7,099	–	–	0.06%	160
2021 Q2	$476K	Hold	7,099	–	–	0.06%	153
2021 Q1	$457K	Hold	7,099	–	–	0.06%	140
2020 Q4	$440K	Hold	7,099	–	–	0.07%	108
2020 Q3	$375K	Hold	7,099	–	–	0.07%	110
2020 Q2	$338K	Buy	7,099 +6,870	+3,000%	+$307K	0.07%	110
2020 Q1	$297K	Buy	+229	New	+$11.2K	0.07%	116

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

Proficio Capital Partners's IEMG Position: Q2 2026 in Review

Proficio Capital Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 31% in Q2 2026, buying an estimated $235K and bringing the position to 12,371 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #202.

Proficio Capital Partners first reported a position in IEMG in Q1 2020 and has held it in 20 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Proficio Capital Partners held 12,371 shares of iShares Core MSCI Emerging Markets ETF worth $1.02M as of Q2 2026.
Proficio Capital Partners bought 2,947 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $235K.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Proficio Capital Partners's portfolio in Q2 2026, its #202 holding.
Proficio Capital Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 20 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.