Retirement Wealth Solutions’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Retirement Wealth Solutions’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 Q3	$4.39M	Sell	54,118 -7,691	-12%	-$619K	2.32%	12
2026 Q2	$5.12M	Sell	61,809 -11,133	-15%	-$887K	2.82%	10
2026 Q1	$5.09M	Buy	72,942 +2,564	+4%	+$185K	3.21%	10
2025 Q4	$4.73M	Buy	70,378 +13,236	+23%	+$888K	2.99%	10
2025 Q3	$3.77M	Buy	57,142 +18,824	+49%	+$1.17M	2.48%	12
2025 Q2	$2.3M	Buy	38,318 +16,214	+73%	+$905K	1.68%	17
2025 Q1	$1.19M	Buy	22,104 +15,915	+257%	+$857K	0.96%	24
2024 Q4	$317K	Buy	+6,189	New	+$343K	0.27%	37

Other funds holding IEMG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Retirement Wealth Solutions's IEMG Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q3 2026, selling an estimated $619K and leaving 54,118 shares worth $4.39M. The position accounts for 2.32% of the portfolio, ranked #12.

Retirement Wealth Solutions first reported a position in IEMG in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.12M in Q2 2026. 2,231 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Retirement Wealth Solutions held 54,118 shares of iShares Core MSCI Emerging Markets ETF worth $4.39M as of Q3 2026.
Retirement Wealth Solutions sold 7,691 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $619K.
iShares Core MSCI Emerging Markets ETF made up 2.32% of Retirement Wealth Solutions's portfolio in Q3 2026, its #12 holding.
Retirement Wealth Solutions first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's iShares Core MSCI Emerging Markets ETF position peaked at $5.12M in Q2 2026.
2,231 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.