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Trellis Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Trellis Wealth 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 		$238K Hold
2,875
– – 0.08% 43
2026
Q1 		$201K Buy
+2,875
New +$208K 0.08% 45

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NYU
New York University New York $128M AUM

Trellis Wealth Advisors's IEMG Position: Q2 2026 in Review

Trellis Wealth Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 2,875 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #43.

Trellis Wealth Advisors first reported a position in IEMG in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Trellis Wealth Advisors held 2,875 shares of iShares Core MSCI Emerging Markets ETF worth $238K as of Q2 2026.
  • Trellis Wealth Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of Trellis Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Trellis Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.