Schwallier Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$587K Buy
7,085
+500
+8% +$39.9K 0.37% 39
2026
Q1
$459K Buy
6,585
+663
+11% +$47.9K 0.34% 33
2025
Q4
$430K Buy
5,922
+93
+2% +$6.24K 0.27% 32
2025
Q3
$384K Buy
5,829
+197
+3% +$12.3K 0.24% 33
2025
Q2
$338K Buy
+5,632
New +$314K 0.21% 38

Other funds holding IEMG

Schwallier Wealth Management's IEMG Position: Q2 2026 in Review

Schwallier Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.6% in Q2 2026, buying an estimated $39.9K and bringing the position to 7,085 shares worth $587K. The position accounts for 0.37% of the portfolio, ranked #39.

Schwallier Wealth Management first reported a position in IEMG in Q2 2025 and has held it in 5 quarters since. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Schwallier Wealth Management held 7,085 shares of iShares Core MSCI Emerging Markets ETF worth $587K as of Q2 2026.
  • Schwallier Wealth Management bought 500 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $39.9K.
  • iShares Core MSCI Emerging Markets ETF made up 0.37% of Schwallier Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Schwallier Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.