Shufro Rose & Co’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Shufro Rose & Co’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	$2.69M	Sell	32,469 -1,598	-5%	-$127K	0.15%	71
2026 Q1	$2.38M	Buy	34,067 +588	+2%	+$42.4K	0.16%	73
2025 Q4	$2.25M	Buy	33,479 +8,511	+34%	+$571K	0.15%	72
2025 Q3	$1.35M	Sell	24,968 -309	-1%	-$19.3K	0.11%	102
2025 Q2	$1.36M	Sell	25,277 -29	-0.1%	-$1.62K	0.11%	103
2025 Q1	$1.37M	Sell	25,306 -3,314	-12%	-$178K	0.11%	103
2024 Q4	$1.49M	Sell	28,620 -7,604	-21%	-$421K	0.12%	96
2024 Q3	$1.94M	Hold	36,224	–	–	0.16%	80
2024 Q2	$1.94M	Buy	36,224 +24,180	+201%	+$1.27M	0.16%	80
2024 Q1	$621K	Buy	12,044 +6,857	+132%	+$343K	0.05%	145
2023 Q4	$247K	Hold	5,187	–	–	0.02%	240
2023 Q3	$247K	Buy	5,187 +642	+14%	+$31.8K	0.02%	240
2023 Q2	$224K	Buy	+4,545	New	+$222K	0.02%	263
2023 Q1	–	Sell	-105,533	Closed	-$4.93M	–	334
2022 Q4	$4.93M	Buy	+105,533	New	+$4.8M	0.42%	55
2022 Q2	–	Sell	-4,748	Closed	-$264K	–	336
2022 Q1	$264K	Sell	4,748 -62,819	-93%	-$3.63M	0.02%	250
2021 Q4	$4.04M	Buy	+67,567	New	+$4.17M	0.29%	61

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

Shufro Rose & Co's IEMG Position: Q2 2026 in Review

Shufro Rose & Co reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.7% in Q2 2026, selling an estimated $127K and leaving 32,469 shares worth $2.69M. The position accounts for 0.15% of the portfolio, ranked #71.

Shufro Rose & Co first reported a position in IEMG in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.93M in Q4 2022. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Shufro Rose & Co held 32,469 shares of iShares Core MSCI Emerging Markets ETF worth $2.69M as of Q2 2026.
Shufro Rose & Co sold 1,598 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $127K.
iShares Core MSCI Emerging Markets ETF made up 0.15% of Shufro Rose & Co's portfolio in Q2 2026, its #71 holding.
Shufro Rose & Co first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
Shufro Rose & Co's iShares Core MSCI Emerging Markets ETF position peaked at $4.93M in Q4 2022.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.