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Wealth Dimensions Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wealth Dimensions Group’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 		$3.38M Sell
40,852
-864
-2% -$68.9K 0.61% 23
2026
Q1 		$2.91M Sell
41,716
-1,961
-4% -$142K 0.57% 23
2025
Q4 		$2.94M Buy
43,677
+64
+0.1% +$4.29K 0.58% 24
2025
Q3 		$2.87M Sell
43,613
-2,655
-6% -$166K 0.59% 23
2025
Q2 		$2.78M Buy
46,268
+317
+0.7% +$17.7K 0.61% 25
2025
Q1 		$2.48M Buy
45,951
+4,717
+11% +$254K 0.59% 24
2024
Q4 		$2.15M Sell
41,234
-61
-0.1% -$3.38K 0.53% 27
2024
Q3 		$2.37M Sell
41,295
-352
-0.8% -$19.1K 0.6% 24
2024
Q2 		$2.23M Sell
41,647
-167
-0.4% -$8.81K 0.64% 23
2024
Q1 		$2.16M Sell
41,814
-1,304
-3% -$65.3K 0.64% 28
2023
Q4 		$2.18M Sell
43,118
-686
-2% -$33.2K 0.69% 22
2023
Q3 		$2.08M Sell
43,804
-808
-2% -$40K 0.76% 22
2023
Q2 		$2.2M Sell
44,612
-1,397
-3% -$68.2K 0.8% 22
2023
Q1 		$2.24M Sell
46,009
-316
-0.7% -$15.5K 0.87% 21
2022
Q4 		$2.16M Buy
46,325
+1,428
+3% +$64.9K 0.88% 21
2022
Q3 		$1.93M Sell
44,897
-459
-1% -$22K 0.95% 21
2022
Q2 		$2.23M Buy
45,356
+758
+2% +$39.2K 1.06% 21
2022
Q1 		$2.48M Sell
44,598
-3,329
-7% -$192K 1.15% 17
2021
Q4 		$2.87M Buy
47,927
+1,297
+3% +$80K 1.41% 13
2021
Q3 		$2.88M Sell
46,630
-535
-1% -$34.1K 1.84% 10
2021
Q2 		$3.16M Sell
47,165
-259
-0.5% -$17.1K 2.14% 10
2021
Q1 		$3.05M Buy
47,424
+2,617
+6% +$172K 2.37% 9
2020
Q4 		$2.78M Buy
+44,807
New +$2.58M 2.4% 9

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

Wealth Dimensions Group's IEMG Position: Q2 2026 in Review

Wealth Dimensions Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.1% in Q2 2026, selling an estimated $68.9K and leaving 40,852 shares worth $3.38M. The position accounts for 0.61% of the portfolio, ranked #23.

Wealth Dimensions Group first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Wealth Dimensions Group held 40,852 shares of iShares Core MSCI Emerging Markets ETF worth $3.38M as of Q2 2026.
  • Wealth Dimensions Group sold 864 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $68.9K.
  • iShares Core MSCI Emerging Markets ETF made up 0.61% of Wealth Dimensions Group's portfolio in Q2 2026, its #23 holding.
  • Wealth Dimensions Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.