Trellis Wealth Advisors
IEMG icon

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
Q3 		$233K Hold
2,875
– – 0.08% 46
2026
Q2 		$238K Hold
2,875
– – 0.08% 43
2026
Q1 		$201K Buy
+2,875
New +$208K 0.08% 45

Other funds holding IEMG

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Trellis Wealth Advisors's IEMG Position: Q3 2026 in Review

Trellis Wealth Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2026 at 2,875 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #46.

Trellis Wealth Advisors first reported a position in IEMG in Q1 2026 and has held it in 3 quarters since. The position peaked at $238K in Q2 2026. 2,019 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Trellis Wealth Advisors held 2,875 shares of iShares Core MSCI Emerging Markets ETF worth $233K as of Q3 2026.
  • Trellis Wealth Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of Trellis Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • Trellis Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2026 and has held it in 3 quarters since.
  • Trellis Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $238K in Q2 2026.
  • 2,019 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.