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

Summit Place Financial 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	$2.31M	Buy	27,927 +4,255	+18%	+$339K	1.01%	41
2026 Q1	$1.65M	Buy	+23,672	New	+$1.71M	0.79%	52
2020 Q1	–	Sell	-13,500	Closed	-$726K	–	46
2019 Q4	$726K	Buy	+13,500	New	+$696K	1.15%	33

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 Place Financial Advisors's IEMG Position: Q2 2026 in Review

Summit Place Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q2 2026, buying an estimated $339K and bringing the position to 27,927 shares worth $2.31M. The position accounts for 1.01% of the portfolio, ranked #41.

Summit Place Financial Advisors first reported a position in IEMG in Q4 2019 and has held it in 3 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Summit Place Financial Advisors held 27,927 shares of iShares Core MSCI Emerging Markets ETF worth $2.31M as of Q2 2026.
Summit Place Financial Advisors bought 4,255 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $339K.
iShares Core MSCI Emerging Markets ETF made up 1.01% of Summit Place Financial Advisors's portfolio in Q2 2026, its #41 holding.
Summit Place Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 3 quarters since.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.