Wealthstream Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wealthstream 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
2025 Q3	$2.68M	Hold	40,700	–	–	0.41%	27
2025 Q2	$2.44M	Sell	40,700 -683	-2%	-$38.1K	0.41%	27
2025 Q1	$2.23M	Hold	41,383	–	–	0.42%	25
2024 Q4	$2.16M	Hold	41,383	–	–	0.4%	28
2024 Q3	$2.38M	Sell	41,383 -285	-0.7%	-$15.4K	0.43%	23
2024 Q2	$2.23M	Sell	41,668 -345	-0.8%	-$18.2K	0.82%	22
2024 Q1	$2.17M	Sell	42,013 -819	-2%	-$41K	0.82%	21
2023 Q4	$2.17M	Sell	42,832 -380	-0.9%	-$18.4K	0.89%	19
2023 Q3	$2.06M	Hold	43,212	–	–	1.06%	18
2023 Q2	$2.13M	Buy	43,212 +358	+0.8%	+$17.5K	1.12%	18
2023 Q1	$2.09M	Hold	42,854	–	–	1.25%	15
2022 Q4	$2M	Buy	42,854 +110	+0.3%	+$5K	1.3%	14
2022 Q3	$1.84M	Buy	42,744 +304	+0.7%	+$14.6K	1.97%	11
2022 Q2	$2.08M	Sell	42,440 -1,654	-4%	-$85.5K	2.1%	10
2022 Q1	$2.45M	Hold	44,094	–	–	2.14%	10
2021 Q4	$2.64M	Buy	+44,094	New	+$2.72M	2.25%	9

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealthstream Advisors's IEMG Position: Q3 2025 in Review

Wealthstream Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2025 at 40,700 shares worth $2.68M. The position accounts for 0.41% of the portfolio, ranked #27.

Wealthstream Advisors first reported a position in IEMG in Q4 2021 and has held it in 16 quarters since. 1,969 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

Wealthstream Advisors held 40,700 shares of iShares Core MSCI Emerging Markets ETF worth $2.68M as of Q3 2025.
Wealthstream Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2025.
iShares Core MSCI Emerging Markets ETF made up 0.41% of Wealthstream Advisors's portfolio in Q3 2025, its #27 holding.
Wealthstream Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
1,969 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.