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

TrueWealth Financial 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 		– Sell
-12,036
Closed -$839K – 40
2026
Q1 		$839K Buy
+12,036
New +$869K 0.33% 25

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Creative Planning
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TrueWealth Financial Partners's IEMG Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026, closing a stake of 12,036 shares — an estimated $839K sold.

TrueWealth Financial Partners first reported a position in IEMG in Q1 2026 and held it in 1 quarter. The position peaked at $839K in Q1 2026. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 12,036 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $839K.
  • TrueWealth Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares Core MSCI Emerging Markets ETF position peaked at $839K in Q1 2026.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.