Triad Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Triad Wealth Partners’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	$3.32M	Sell	40,862 -1,923	-4%	-$155K	0.18%	82
2026 Q2	$3.34M	Sell	42,785 -290,727	-87%	-$23.2M	0.2%	84
2026 Q1	$23.3M	Sell	333,512 -79,768	-19%	-$5.76M	1.84%	10
2025 Q4	$27.8M	Buy	413,280 +150,209	+57%	+$10.1M	2.64%	6
2025 Q3	$17.3M	Buy	263,071 +81,800	+45%	+$5.1M	2.24%	10
2025 Q2	$10.9M	Buy	181,271 +94,989	+110%	+$5.3M	2.2%	10
2025 Q1	$4.66M	Buy	86,282 +52,784	+158%	+$2.84M	1.45%	16
2024 Q4	$1.75M	Buy	33,498 +21,165	+172%	+$1.17M	0.63%	36
2024 Q3	$708K	Buy	12,333 +11,971	+3,307%	+$648K	0.38%	40
2024 Q2	$19.4K	Buy	+362	New	+$19.1K	0.01%	352

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

Triad Wealth Partners's IEMG Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.5% in Q3 2026, selling an estimated $155K and leaving 40,862 shares worth $3.32M. The position accounts for 0.18% of the portfolio, ranked #82.

Triad Wealth Partners first reported a position in IEMG in Q2 2024 and has held it in 10 quarters since. The position peaked at $27.8M in Q4 2025. 2,231 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Triad Wealth Partners held 40,862 shares of iShares Core MSCI Emerging Markets ETF worth $3.32M as of Q3 2026.
Triad Wealth Partners sold 1,923 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $155K.
iShares Core MSCI Emerging Markets ETF made up 0.18% of Triad Wealth Partners's portfolio in Q3 2026, its #82 holding.
Triad Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2024 and has held it in 10 quarters since.
Triad Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $27.8M in Q4 2025.
2,231 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.