Welch Capital Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Welch Capital Partners’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	$256K	Hold	3,096	–	–	0.05%	23
2026 Q1	$216K	Hold	3,096	–	–	0.05%	25
2025 Q4	$208K	Hold	3,096	–	–	0.04%	25
2025 Q3	$204K	Buy	+3,096	New	+$193K	0.04%	23
2024 Q4	–	Sell	-3,514	Closed	-$202K	–	23
2024 Q3	$202K	Buy	+3,514	New	+$190K	0.05%	23
2022 Q3	–	Sell	-4,142	Closed	-$203K	–	33
2022 Q2	$203K	Sell	4,142 -1,995	-33%	-$103K	0.06%	32
2022 Q1	$341K	Hold	6,137	–	–	0.08%	28
2021 Q4	$367K	Hold	6,137	–	–	0.08%	25
2021 Q3	$379K	Hold	6,137	–	–	0.09%	17
2021 Q2	$411K	Hold	6,137	–	–	0.1%	18
2021 Q1	$395K	Hold	6,137	–	–	0.1%	20
2020 Q4	$381K	Hold	6,137	–	–	0.11%	19
2020 Q3	$324K	Hold	6,137	–	–	0.1%	19
2020 Q2	$292K	Hold	6,137	–	–	0.1%	21
2020 Q1	$248K	Hold	6,137	–	–	0.1%	20
2019 Q4	$330K	Hold	6,137	–	–	0.1%	22
2019 Q3	$301K	Hold	6,137	–	–	0.1%	24
2019 Q2	$316K	Hold	6,137	–	–	0.11%	23
2019 Q1	$317K	Hold	6,137	–	–	0.11%	25
2018 Q4	$289K	Hold	6,137	–	–	0.11%	27
2018 Q3	$318K	Hold	6,137	–	–	0.1%	29
2018 Q2	$322K	Buy	6,137 +2,060	+51%	+$116K	0.11%	32
2018 Q1	$238K	Buy	+4,077	New	+$241K	0.08%	35

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

Welch Capital Partners's IEMG Position: Q2 2026 in Review

Welch Capital Partners held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 3,096 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #23.

Welch Capital Partners first reported a position in IEMG in Q1 2018 and has held it in 23 quarters since. The position peaked at $411K in Q2 2021. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Welch Capital Partners held 3,096 shares of iShares Core MSCI Emerging Markets ETF worth $256K as of Q2 2026.
Welch Capital Partners left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Welch Capital Partners's portfolio in Q2 2026, its #23 holding.
Welch Capital Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 23 quarters since.
Welch Capital Partners's iShares Core MSCI Emerging Markets ETF position peaked at $411K in Q2 2021.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Welch Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.