Watershed Private Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Watershed Private Wealth’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	$1.57M	Buy	18,921 +318	+2%	+$25.3K	0.44%	40
2026 Q1	$1.3M	Buy	18,603 +593	+3%	+$42.8K	0.4%	45
2025 Q4	$1.21M	Sell	18,010 -523	-3%	-$35.1K	0.36%	49
2025 Q3	$1.22M	Sell	18,533 -364	-2%	-$22.7K	0.39%	48
2025 Q2	$1.13M	Sell	18,897 -6,348	-25%	-$354K	0.41%	41
2025 Q1	$1.36M	Buy	25,245 +948	+4%	+$51K	0.54%	33
2024 Q4	$1.27M	Sell	24,297 -227	-0.9%	-$12.6K	0.49%	39
2024 Q3	$1.41M	Buy	24,524 +276	+1%	+$14.9K	0.56%	34
2024 Q2	$1.3M	Sell	24,248 -3,928	-14%	-$207K	0.55%	40
2024 Q1	$1.45M	Sell	28,176 -45,557	-62%	-$2.28M	0.64%	35
2023 Q4	$3.73M	Sell	73,733 -8,457	-10%	-$410K	2.06%	13
2023 Q3	$3.91M	Sell	82,190 -984	-1%	-$48.7K	2.41%	11
2023 Q2	$4.1M	Buy	83,174 +2,174	+3%	+$106K	2.48%	11
2023 Q1	$3.95M	Buy	81,000 +9,286	+13%	+$456K	2.67%	9
2022 Q4	$3.35M	Buy	+71,714	New	+$3.26M	2.54%	8

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

Watershed Private Wealth's IEMG Position: Q2 2026 in Review

Watershed Private Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.7% in Q2 2026, buying an estimated $25.3K and bringing the position to 18,921 shares worth $1.57M. The position accounts for 0.44% of the portfolio, ranked #40.

Watershed Private Wealth first reported a position in IEMG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.1M in Q2 2023. 2,396 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Watershed Private Wealth held 18,921 shares of iShares Core MSCI Emerging Markets ETF worth $1.57M as of Q2 2026.
Watershed Private Wealth bought 318 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $25.3K.
iShares Core MSCI Emerging Markets ETF made up 0.44% of Watershed Private Wealth's portfolio in Q2 2026, its #40 holding.
Watershed Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $4.1M in Q2 2023.
2,396 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.