Summit Financial Strategies’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Summit Financial Strategies’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	$225K	Buy	+2,722	New	+$217K	0.02%	149

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

Summit Financial Strategies's IEMG Position: Q2 2026 in Review

Summit Financial Strategies opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026: 2,722 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings.

2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Summit Financial Strategies held 2,722 shares of iShares Core MSCI Emerging Markets ETF worth $225K as of Q2 2026.
iShares Core MSCI Emerging Markets ETF was a new Summit Financial Strategies position in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #149 holding.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.