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

Smallwood Wealth Investment Management’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	$16.2K	Hold	195	–	–	0.01%	290
2026 Q1	$13.6K	Sell	195 -838	-81%	-$60.5K	0.01%	297
2025 Q4	$69.4K	Sell	1,033 -750	-42%	-$50.3K	0.04%	145
2025 Q3	$118K	Sell	1,783 -98	-5%	-$6.11K	0.06%	117
2025 Q2	$113K	Buy	1,881 +42	+2%	+$2.34K	0.06%	110
2025 Q1	$99.3K	Buy	+1,839	New	+$99K	0.06%	116
2022 Q4	–	Sell	-12,871	Closed	-$553K	–	78
2022 Q3	$553K	Sell	12,871 -22,668	-64%	-$1.09M	0.5%	41
2022 Q2	$1.74M	Buy	35,539 +4,034	+13%	+$208K	1.77%	12
2022 Q1	$1.75M	Buy	31,505 +5,588	+22%	+$323K	1.65%	10
2021 Q4	$1.55M	Buy	+25,917	New	+$1.6M	1.44%	12

Other funds holding IEMG

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Smallwood Wealth Investment Management's IEMG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 195 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #290.

Smallwood Wealth Investment Management first reported a position in IEMG in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.75M in Q1 2022. 1,240 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Smallwood Wealth Investment Management held 195 shares of iShares Core MSCI Emerging Markets ETF worth $16.2K as of Q2 2026.
Smallwood Wealth Investment Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #290 holding.
Smallwood Wealth Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 10 quarters since.
Smallwood Wealth Investment Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.75M in Q1 2022.
1,240 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.