Ullmann Wealth Partners Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $333K | Buy |
+4,017
| New | +$320K | 0.03% | 132 |
|
|
2026
Q1 | – | Sell |
-3,692
| Closed | -$252K | – | 158 |
|
|
2025
Q4 | $252K | Sell |
3,692
-150
| -4% | -$10.1K | 0.03% | 136 |
|
|
2025
Q3 | $253K | Sell |
3,842
-236
| -6% | -$14.7K | 0.03% | 132 |
|
|
2025
Q2 | $245K | Buy |
4,078
+245
| +6% | +$13.7K | 0.03% | 129 |
|
|
2025
Q1 | $207K | Buy |
+3,833
| New | +$206K | 0.03% | 129 |
|
|
2024
Q4 | – | Sell |
-4,292
| Closed | -$246K | – | 140 |
|
|
2024
Q3 | $246K | Buy |
+4,292
| New | +$232K | 0.03% | 119 |
|
|
2024
Q2 | – | Sell |
-4,956
| Closed | -$256K | – | 113 |
|
|
2024
Q1 | $256K | Sell |
4,956
-1,977
| -29% | -$99K | 0.04% | 98 |
|
|
2023
Q4 | $351K | Sell |
6,933
-8,404
| -55% | -$407K | 0.06% | 83 |
|
|
2023
Q3 | $730K | Sell |
15,337
-18,150
| -54% | -$898K | 0.14% | 47 |
|
|
2023
Q2 | $1.65M | Sell |
33,487
-11,356
| -25% | -$555K | 0.33% | 36 |
|
|
2023
Q1 | $2.19M | Sell |
44,843
-2,454
| -5% | -$120K | 0.5% | 24 |
|
|
2022
Q4 | $2.21M | Sell |
47,297
-5,036
| -10% | -$229K | 0.54% | 23 |
|
|
2022
Q3 | $2.25M | Sell |
52,333
-17,553
| -25% | -$841K | 0.62% | 23 |
|
|
2022
Q2 | $3.43M | Sell |
69,886
-4,148
| -6% | -$214K | 0.93% | 18 |
|
|
2022
Q1 | $4.11M | Sell |
74,034
-8,431
| -10% | -$487K | 1.05% | 18 |
|
|
2021
Q4 | $4.94M | Sell |
82,465
-2,000
| -2% | -$123K | 1.32% | 16 |
|
|
2021
Q3 | $5.22M | Buy |
84,465
+7,931
| +10% | +$505K | 2.06% | 14 |
|
|
2021
Q2 | $5.13M | Buy |
76,534
+3,473
| +5% | +$229K | 2.11% | 13 |
|
|
2021
Q1 | $4.7M | Buy |
73,061
+4,316
| +6% | +$284K | 2.09% | 12 |
|
|
2020
Q4 | $4.26M | Sell |
68,745
-1,302
| -2% | -$75.1K | 2.13% | 11 |
|
|
2020
Q3 | $3.7M | Sell |
70,047
-3,323
| -5% | -$174K | 2.12% | 11 |
|
|
2020
Q2 | $3.49M | Buy |
73,370
+2,120
| +3% | +$94.6K | 2.15% | 11 |
|
|
2020
Q1 | $2.88M | Buy |
71,250
+4,886
| +7% | +$240K | 2.16% | 9 |
|
|
2019
Q4 | $3.57M | Buy |
66,364
+1,704
| +3% | +$87.8K | 2.16% | 9 |
|
|
2019
Q3 | $3.17M | Buy |
64,660
+1,864
| +3% | +$92.4K | 1.95% | 10 |
|
|
2019
Q2 | $3.23M | Buy |
62,796
+2,093
| +3% | +$107K | 2.02% | 9 |
|
|
2019
Q1 | $3.14M | Buy |
60,703
+8,404
| +16% | +$426K | 2.02% | 9 |
|
|
2018
Q4 | $2.47M | Buy |
52,299
+19,150
| +58% | +$926K | 1.82% | 11 |
|
|
2018
Q3 | $1.72M | Buy |
33,149
+21,406
| +182% | +$1.12M | 1.14% | 17 |
|
|
2018
Q2 | $616K | Buy |
+11,743
| New | +$658K | 0.43% | 25 |
|
|
2017
Q3 | – | Sell |
-2,940
| Closed | -$147K | – | 81 |
|
|
2017
Q2 | $147K | Buy |
2,940
+241
| +9% | +$11.9K | 0.11% | 63 |
|
|
2017
Q1 | $128K | Buy |
+2,699
| New | +$124K | 0.11% | 60 |
|
Other funds holding IEMG
Ullmann Wealth Partners Group's IEMG Position: Q2 2026 in Review
Ullmann Wealth Partners Group opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026: 4,017 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings. This is a return to the name: Ullmann Wealth Partners Group previously reported a position in IEMG as recently as Q4 2025.
Ullmann Wealth Partners Group first reported a position in IEMG in Q1 2017 and has held it in 32 quarters since. The position peaked at $5.22M in Q3 2021. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.
- Ullmann Wealth Partners Group held 4,017 shares of iShares Core MSCI Emerging Markets ETF worth $333K as of Q2 2026.
- iShares Core MSCI Emerging Markets ETF was a new Ullmann Wealth Partners Group position in Q2 2026.
- iShares Core MSCI Emerging Markets ETF made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #132 holding.
- Ullmann Wealth Partners Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and has held it in 32 quarters since.
- Ullmann Wealth Partners Group's iShares Core MSCI Emerging Markets ETF position peaked at $5.22M in Q3 2021.
- 2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.
Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.