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

Tradition Wealth 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	$297K	Sell	3,588 -1,112	-24%	-$88.6K	0.02%	418
2026 Q1	$328K	Sell	4,700 -57,187	-92%	-$4.13M	0.02%	371
2025 Q4	$4.16M	Buy	61,887 +78	+0.1%	+$5.23K	0.3%	77
2025 Q3	$4.07M	Sell	61,809 -14,290	-19%	-$891K	0.3%	79
2025 Q2	$4.57M	Buy	76,099 +37,678	+98%	+$2.1M	0.36%	67
2025 Q1	$2.07M	Buy	38,421 +15,938	+71%	+$858K	0.18%	110
2024 Q4	$1.17M	Buy	22,483 +482	+2%	+$26.7K	0.1%	154
2024 Q3	$1.26M	Sell	22,001 -15,815	-42%	-$856K	0.11%	152
2024 Q2	$2.02M	Buy	37,816 +19,127	+102%	+$1.01M	0.2%	98
2024 Q1	$964K	Sell	18,689 -18,682	-50%	-$936K	0.1%	155
2023 Q4	$1.89M	Sell	37,371 -1,820	-5%	-$88.2K	0.2%	95
2023 Q3	$1.86M	Sell	39,191 -20,836	-35%	-$1.03M	0.22%	83
2023 Q2	$2.96M	Buy	60,027 +1,249	+2%	+$61K	0.35%	67
2023 Q1	$2.87M	Buy	58,778 +57,496	+4,485%	+$2.82M	0.36%	63
2022 Q4	$60K	Buy	1,282 +204	+19%	+$9.28K	0.01%	485
2022 Q3	$46K	Sell	1,078 -15	-1%	-$719	0.01%	528
2022 Q2	$54K	Sell	1,093 -117	-10%	-$6.05K	0.01%	445
2022 Q1	$67K	Sell	1,210 -365	-23%	-$21.1K	0.01%	450
2021 Q4	$94K	Sell	1,575 -871	-36%	-$53.7K	0.01%	416
2021 Q3	$151K	Sell	2,446 -110	-4%	-$7K	0.02%	308
2021 Q2	$171K	Buy	2,556 +171	+7%	+$11.3K	0.03%	310
2021 Q1	$154K	Sell	2,385 -216	-8%	-$14.2K	0.03%	274
2020 Q4	$161K	Buy	+2,601	New	+$150K	0.03%	252

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

Tradition Wealth Management's IEMG Position: Q2 2026 in Review

Tradition Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 24% in Q2 2026, selling an estimated $88.6K and leaving 3,588 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #418.

Tradition Wealth Management first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.57M in Q2 2025. 2,414 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Tradition Wealth Management held 3,588 shares of iShares Core MSCI Emerging Markets ETF worth $297K as of Q2 2026.
Tradition Wealth Management sold 1,112 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $88.6K.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #418 holding.
Tradition Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $4.57M in Q2 2025.
2,414 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.