Upper Left Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Upper Left Wealth Management’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	$1.18M	Sell	14,509 -4,446	-23%	-$358K	0.61%	34
2026 Q2	$1.57M	Buy	18,955 +2,509	+15%	+$200K	0.87%	29
2026 Q1	$1.15M	Buy	16,446 +1,476	+10%	+$107K	0.68%	32
2025 Q4	$1.01M	Sell	14,970 -635	-4%	-$42.6K	0.61%	36
2025 Q3	$1.03M	Sell	15,605 -579	-4%	-$36.1K	0.65%	37
2025 Q2	$972K	Buy	16,184 +2,207	+16%	+$123K	0.65%	36
2025 Q1	$754K	Sell	13,977 -4,009	-22%	-$216K	0.54%	37
2024 Q4	$939K	Buy	17,986 +1,656	+10%	+$91.7K	0.8%	35
2024 Q3	$889K	Buy	16,330 +406	+3%	+$22K	0.78%	34
2024 Q2	$852K	Buy	15,924 +1,224	+8%	+$64.5K	0.77%	34
2024 Q1	$759K	Sell	14,700 -365	-2%	-$18.3K	0.7%	35
2023 Q4	$762K	Buy	15,065 +203	+1%	+$9.8K	0.75%	35
2023 Q3	$707K	Buy	14,862 +909	+7%	+$45K	0.74%	32
2023 Q2	$688K	Sell	13,953 -104	-0.7%	-$5.08K	0.76%	34
2023 Q1	$686K	Sell	14,057 -2,126	-13%	-$104K	0.78%	31
2022 Q4	$756K	Buy	16,183 +8,023	+98%	+$365K	0.89%	32
2022 Q3	$357K	Buy	8,160 +820	+11%	+$39.3K	0.46%	40
2022 Q2	$360K	Hold	7,340	–	–	0.42%	43
2022 Q1	$414K	Sell	7,340 -950	-11%	-$54.9K	0.43%	43
2021 Q4	$502K	Buy	+8,290	New	+$512K	0.5%	35

Other funds holding IEMG

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Upper Left Wealth Management's IEMG Position: Q3 2026 in Review

Upper Left Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 23% in Q3 2026, selling an estimated $358K and leaving 14,509 shares worth $1.18M. The position accounts for 0.61% of the portfolio, ranked #34.

Upper Left Wealth Management first reported a position in IEMG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.57M in Q2 2026. 543 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Upper Left Wealth Management held 14,509 shares of iShares Core MSCI Emerging Markets ETF worth $1.18M as of Q3 2026.
Upper Left Wealth Management sold 4,446 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $358K.
iShares Core MSCI Emerging Markets ETF made up 0.61% of Upper Left Wealth Management's portfolio in Q3 2026, its #34 holding.
Upper Left Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 20 quarters since.
Upper Left Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.57M in Q2 2026.
543 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.