Walkner Condon Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Walkner Condon Financial 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	$1.38M	Buy	16,715 +939	+6%	+$74.8K	0.16%	108
2026 Q1	$1.1M	Sell	15,776 -516	-3%	-$37.2K	0.15%	110
2025 Q4	$1.1M	Sell	16,292 -5,136	-24%	-$345K	0.15%	107
2025 Q3	$1.41M	Buy	21,428 +11,455	+115%	+$714K	0.22%	87
2025 Q2	$599K	Buy	9,973 +429	+4%	+$23.9K	0.11%	138
2025 Q1	$515K	Buy	9,544 +634	+7%	+$34.1K	0.1%	152
2024 Q4	$465K	Buy	8,910 +1,599	+22%	+$88.5K	0.09%	169
2024 Q3	$420K	Sell	7,311 -310	-4%	-$16.8K	0.09%	175
2024 Q2	$408K	Sell	7,621 -3,537	-32%	-$187K	0.09%	161
2024 Q1	$576K	Sell	11,158 -3,543	-24%	-$177K	0.12%	137
2023 Q4	$744K	Buy	14,701 +3,867	+36%	+$187K	0.17%	112
2023 Q3	$516K	Sell	10,834 -16	-0.1%	-$792	0.14%	131
2023 Q2	$535K	Sell	10,850 -1,751	-14%	-$85.5K	0.14%	125
2023 Q1	$615K	Buy	12,601 +2,493	+25%	+$122K	0.17%	110
2022 Q4	$472K	Buy	10,108 +2,543	+34%	+$116K	0.14%	130
2022 Q3	$325K	Sell	7,565 -1,509	-17%	-$72.3K	0.1%	155
2022 Q2	$445K	Sell	9,074 -960	-10%	-$49.6K	0.14%	130
2022 Q1	$557K	Sell	10,034 -3,488	-26%	-$202K	0.16%	119
2021 Q4	$809K	Sell	13,522 -324	-2%	-$20K	0.53%	51
2021 Q3	$853K	Buy	13,846 +3,881	+39%	+$247K	0.42%	53
2021 Q2	$666K	Buy	9,965 +2,736	+38%	+$180K	0.24%	76
2021 Q1	$465K	Buy	7,229 +2,262	+46%	+$149K	0.18%	103
2020 Q4	$308K	Buy	+4,967	New	+$286K	0.13%	105

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 22.9% 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

Walkner Condon Financial Advisors's IEMG Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6% in Q2 2026, buying an estimated $74.8K and bringing the position to 16,715 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #108.

Walkner Condon Financial Advisors first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.41M in Q3 2025. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Walkner Condon Financial Advisors held 16,715 shares of iShares Core MSCI Emerging Markets ETF worth $1.38M as of Q2 2026.
Walkner Condon Financial Advisors bought 939 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $74.8K.
iShares Core MSCI Emerging Markets ETF made up 0.16% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #108 holding.
Walkner Condon Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Walkner Condon Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.41M in Q3 2025.
2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.