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

Summit Financial’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 		$34.5M Buy
416,200
+16,215
+4% +$1.29M 0.38% 44
2026
Q1 		$27.9M Buy
399,985
+151,157
+61% +$10.9M 0.36% 54
2025
Q4 		$16.7M Sell
248,828
-11,624
-4% -$780K 0.25% 77
2025
Q3 		$17.2M Buy
260,452
+7,309
+3% +$456K 0.26% 73
2025
Q2 		$15.2M Buy
253,143
+51,613
+26% +$2.88M 0.34% 54
2025
Q1 		$10.9M Sell
201,530
-26,894
-12% -$1.45M 0.3% 63
2024
Q4 		$11.9M Buy
228,424
+685
+0.3% +$37.9K 0.42% 43
2024
Q3 		$13.1M Buy
227,739
+20,321
+10% +$1.1M 0.51% 35
2024
Q2 		$11.1M Buy
207,418
+186,824
+907% +$9.85M 0.51% 32
2024
Q1 		$1.06M Sell
20,594
-25,457
-55% -$1.27M 0.06% 179
2023
Q4 		$2.33M Sell
46,051
-505
-1% -$24.5K 0.15% 91
2023
Q3 		$2.22M Sell
46,556
-1,946
-4% -$96.3K 0.16% 82
2023
Q2 		$2.39M Buy
48,502
+1,023
+2% +$50K 0.17% 76
2023
Q1 		$2.32M Sell
47,479
-441
-0.9% -$21.6K 0.2% 52
2022
Q4 		$2.24M Sell
47,920
-14,125
-23% -$642K 0.21% 51
2022
Q3 		$2.67M Buy
62,045
+6,501
+12% +$312K 0.25% 46
2022
Q2 		$2.72M Sell
55,544
-329
-0.6% -$17K 0.26% 43
2022
Q1 		$3.1M Buy
55,873
+707
+1% +$40.9K 0.24% 44
2021
Q4 		$3.3M Sell
55,166
-15,369
-22% -$948K 0.25% 38
2021
Q3 		$4.36M Buy
70,535
+17,010
+32% +$1.08M 0.37% 28
2021
Q2 		$3.59M Buy
53,525
+25,918
+94% +$1.71M 0.36% 26
2021
Q1 		$1.78M Sell
27,607
-3,934
-12% -$259K 0.23% 20
2020
Q4 		$1.96M Buy
31,541
+11,834
+60% +$682K 0.28% 19
2020
Q3 		$1.04M Buy
19,707
+4,949
+34% +$259K 0.17% 21
2020
Q2 		$702K Buy
+14,758
New +$659K 0.12% 22

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's IEMG Position: Q2 2026 in Review

Summit Financial increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.1% in Q2 2026, buying an estimated $1.29M and bringing the position to 416,200 shares worth $34.5M. The position accounts for 0.38% of the portfolio, ranked #44.

Summit Financial first reported a position in IEMG in Q2 2020 and has held it in 25 quarters since. 2,410 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Summit Financial held 416,200 shares of iShares Core MSCI Emerging Markets ETF worth $34.5M as of Q2 2026.
  • Summit Financial bought 16,215 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.29M.
  • iShares Core MSCI Emerging Markets ETF made up 0.38% of Summit Financial's portfolio in Q2 2026, its #44 holding.
  • Summit Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,410 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.