Well Done LLC
IEMG icon

Well Done LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Well Done LLC’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
Q3 		$2.5M Buy
30,818
+7,097
+30% +$571K 0.34% 50
2026
Q2 		$1.97M Buy
23,721
+2,714
+13% +$216K 0.26% 63
2026
Q1 		$1.47M Buy
21,007
+4,985
+31% +$360K 0.22% 66
2025
Q4 		$1.08M Sell
16,022
-682
-4% -$45.8K 0.16% 76
2025
Q3 		$1.1M Buy
16,704
+1,087
+7% +$67.8K 0.19% 74
2025
Q2 		$937K Buy
15,617
+6,433
+70% +$359K 0.18% 80
2025
Q1 		$480K Buy
9,184
+18
+0.2% +$969 0.09% 113
2024
Q4 		$526K Hold
9,166
– – 0.1% 108
2024
Q3 		$526K Buy
9,166
+2,046
+29% +$111K 0.1% 109
2024
Q2 		$381K Sell
7,120
-628
-8% -$33.1K 0.08% 124
2024
Q1 		$400K Buy
7,748
+1,169
+18% +$58.5K 0.08% 125
2023
Q4 		$333K Buy
+6,579
New +$319K 0.07% 137
2023
Q1 		– Sell
-11,653
Closed -$544K – 181
2022
Q4 		$544K Buy
+11,653
New +$530K 0.12% 98
2022
Q3 		– Sell
-5,043
Closed -$247K – 171
2022
Q2 		$247K Buy
+5,043
New +$261K 0.05% 147
2019
Q3 		– Sell
-154,076
Closed -$7.93M – 150
2019
Q2 		$7.93M Sell
154,076
-5,261
-3% -$269K 1.85% 13
2019
Q1 		$8.24M Buy
159,337
+140,433
+743% +$7.11M 2.03% 12
2018
Q4 		$891K Buy
18,904
+14,882
+370% +$719K 0.25% 55
2018
Q3 		$208K Buy
+4,022
New +$210K 0.06% 131
2018
Q2 		– Sell
-823
Closed -$48K – 308
2018
Q1 		$48K Buy
+823
New +$48.7K 0.01% 230

Other funds holding IEMG

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Well Done LLC's IEMG Position: Q3 2026 in Review

Well Done LLC increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 30% in Q3 2026, buying an estimated $571K and bringing the position to 30,818 shares worth $2.5M. The position accounts for 0.34% of the portfolio, ranked #50.

Well Done LLC first reported a position in IEMG in Q1 2018 and has held it in 19 quarters since. The position peaked at $8.24M in Q1 2019. 1,830 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Well Done LLC held 30,818 shares of iShares Core MSCI Emerging Markets ETF worth $2.5M as of Q3 2026.
  • Well Done LLC bought 7,097 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $571K.
  • iShares Core MSCI Emerging Markets ETF made up 0.34% of Well Done LLC's portfolio in Q3 2026, its #50 holding.
  • Well Done LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 19 quarters since.
  • Well Done LLC's iShares Core MSCI Emerging Markets ETF position peaked at $8.24M in Q1 2019.
  • 1,830 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Well Done LLC's 13F filing for Q3 2026, filed 20 Oct 2026.