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 Q3	$274K	Sell	3,381 -207	-6%	-$16.7K	0.02%	447
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tradition Wealth Management's IEMG Position: Q3 2026 in Review

Tradition Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.8% in Q3 2026, selling an estimated $16.7K and leaving 3,381 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #447.

Tradition Wealth Management first reported a position in IEMG in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.57M in Q2 2025. 2,231 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Tradition Wealth Management held 3,381 shares of iShares Core MSCI Emerging Markets ETF worth $274K as of Q3 2026.
Tradition Wealth Management sold 207 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $16.7K.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Tradition Wealth Management's portfolio in Q3 2026, its #447 holding.
Tradition Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 24 quarters since.
Tradition Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $4.57M in Q2 2025.
2,231 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.