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

TrueWealth 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	–	Sell	-3,339	Closed	-$233K	–	242
2026 Q1	$233K	Sell	3,339 -341	-9%	-$24.6K	0.06%	216
2025 Q4	$247K	Buy	+3,680	New	+$247K	0.06%	210
2024 Q3	–	Sell	-5,010	Closed	-$268K	–	232
2024 Q2	$268K	Buy	+5,010	New	+$264K	0.1%	185
2024 Q1	–	Sell	-5,276	Closed	-$267K	–	212
2023 Q4	$267K	Buy	+5,276	New	+$256K	0.1%	152
2023 Q3	–	Sell	-6,111	Closed	-$301K	–	200
2023 Q2	$301K	Buy	6,111 +370	+6%	+$18.1K	0.12%	129
2023 Q1	$280K	Buy	+5,741	New	+$282K	0.12%	144

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

TrueWealth Advisors's IEMG Position: Q2 2026 in Review

TrueWealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026, closing a stake of 3,339 shares — an estimated $233K sold.

TrueWealth Advisors first reported a position in IEMG in Q1 2023 and held it in 6 quarters. The position peaked at $301K in Q2 2023. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

TrueWealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
TrueWealth Advisors sold 3,339 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $233K.
TrueWealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and held it in 6 quarters.
TrueWealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $301K in Q2 2023.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.