Schwarz Dygos Wheeler Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$2.01M	Sell	24,212 -522	-2%	-$41.6K	0.38%	49
2026 Q1	$1.73M	Buy	24,734 +1,200	+5%	+$86.6K	0.36%	51
2025 Q4	$1.58M	Buy	23,534 +295	+1%	+$19.8K	0.33%	51
2025 Q3	$1.53M	Buy	23,239 +117	+0.5%	+$7.3K	0.32%	53
2025 Q2	$1.39M	Buy	23,122 +361	+2%	+$20.1K	0.32%	58
2025 Q1	$1.23M	Buy	22,761 +894	+4%	+$48.1K	0.29%	61
2024 Q4	$1.14M	Buy	21,867 +1,472	+7%	+$81.5K	0.28%	61
2024 Q3	$1.17M	Buy	20,395 +135	+0.7%	+$7.31K	0.29%	58
2024 Q2	$1.08M	Buy	20,260 +698	+4%	+$36.8K	0.29%	62
2024 Q1	$1.01M	Buy	19,562 +509	+3%	+$25.5K	0.28%	61
2023 Q4	$964K	Buy	19,053 +366	+2%	+$17.7K	0.3%	62
2023 Q3	$889K	Buy	18,687 +1,630	+10%	+$80.7K	0.3%	57
2023 Q2	$841K	Buy	17,057 +6	+0%	+$293	0.28%	60
2023 Q1	$832K	Buy	17,051 +868	+5%	+$42.6K	0.3%	58
2022 Q4	$756K	Buy	16,183 +4,310	+36%	+$196K	0.3%	58
2022 Q3	$510K	Buy	11,873 +536	+5%	+$25.7K	0.23%	67
2022 Q2	$556K	Buy	11,337 +1,584	+16%	+$81.9K	0.22%	69
2022 Q1	$542K	Buy	9,753 +741	+8%	+$42.8K	0.18%	78
2021 Q4	$539K	Buy	9,012 +852	+10%	+$52.6K	0.18%	78
2021 Q3	$504K	Buy	8,160 +321	+4%	+$20.4K	0.18%	80
2021 Q2	$525K	Buy	7,839 +120	+2%	+$7.91K	0.19%	77
2021 Q1	$497K	Buy	7,719 +570	+8%	+$37.5K	0.21%	72
2020 Q4	$444K	Buy	7,149 +472	+7%	+$27.2K	0.21%	66
2020 Q3	$353K	Buy	6,677 +955	+17%	+$50.1K	0.2%	75
2020 Q2	$293K	Buy	5,722 +666	+13%	+$29.7K	0.19%	67
2020 Q1	$205K	Buy	5,056 +962	+23%	+$47.2K	0.17%	74
2019 Q4	$220K	Buy	+4,094	New	+$211K	0.15%	80

Other funds holding IEMG

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's IEMG Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.1% in Q2 2026, selling an estimated $41.6K and leaving 24,212 shares worth $2.01M. The position accounts for 0.38% of the portfolio, ranked #49.

Schwarz Dygos Wheeler Investment Advisors first reported a position in IEMG in Q4 2019 and has held it in 27 quarters since. 1,664 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 24,212 shares of iShares Core MSCI Emerging Markets ETF worth $2.01M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 522 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $41.6K.
iShares Core MSCI Emerging Markets ETF made up 0.38% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #49 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
1,664 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.