Summit Wealth Group (Colorado)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Summit Wealth Group (Colorado)’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	$4.21M	Buy	50,806 +7,454	+17%	+$594K	0.35%	41
2026 Q1	$3.04M	Buy	43,352 +3,972	+10%	+$287K	0.32%	41
2025 Q4	$2.65M	Buy	39,380 +36,968	+1,533%	+$2.48M	0.35%	42
2025 Q3	$356K	Sell	2,412 -28,154	-92%	-$1.76M	0.04%	322
2025 Q2	$1.83M	Buy	+30,566	New	+$1.71M	0.46%	51

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 Wealth Group (Colorado)'s IEMG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 17% in Q2 2026, buying an estimated $594K and bringing the position to 50,806 shares worth $4.21M. The position accounts for 0.35% of the portfolio, ranked #41.

Summit Wealth Group (Colorado) first reported a position in IEMG in Q2 2025 and has held it in 5 quarters since. 2,416 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Summit Wealth Group (Colorado) held 50,806 shares of iShares Core MSCI Emerging Markets ETF worth $4.21M as of Q2 2026.
Summit Wealth Group (Colorado) bought 7,454 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $594K.
iShares Core MSCI Emerging Markets ETF made up 0.35% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #41 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
2,416 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.