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 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

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

Triad Wealth Partners's IEMG Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 87% in Q2 2026, selling an estimated $23.2M and leaving 42,785 shares worth $3.34M. The position accounts for 0.2% of the portfolio, ranked #84.

Triad Wealth Partners first reported a position in IEMG in Q2 2024 and has held it in 9 quarters since. The position peaked at $27.8M in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Triad Wealth Partners held 42,785 shares of iShares Core MSCI Emerging Markets ETF worth $3.34M as of Q2 2026.
Triad Wealth Partners sold 290,727 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $23.2M.
iShares Core MSCI Emerging Markets ETF made up 0.2% of Triad Wealth Partners's portfolio in Q2 2026, its #84 holding.
Triad Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $27.8M in Q4 2025.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.