West Wealth Group
IEMG icon

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

West Wealth 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
Q3 		$965K Buy
11,889
+2,497
+27% +$201K 0.15% 48
2026
Q2 		$778K Buy
9,392
+176
+2% +$14K 0.13% 57
2026
Q1 		$643K Sell
9,216
-1,200
-12% -$86.6K 0.13% 61
2025
Q4 		$700K Buy
10,416
+171
+2% +$11.5K 0.15% 51
2025
Q3 		$682K Buy
10,245
+390
+4% +$24.3K 0.15% 48
2025
Q2 		$601K Buy
9,855
+33
+0.3% +$1.84K 0.15% 48
2025
Q1 		$532K Sell
9,822
-514
-5% -$27.7K 0.16% 47
2024
Q4 		$540K Sell
10,336
-2,534
-20% -$140K 0.16% 45
2024
Q3 		$739K Sell
12,870
-2,817
-18% -$152K 0.24% 33
2024
Q2 		$840K Sell
15,687
-3,303
-17% -$174K 0.3% 34
2024
Q1 		$980K Sell
18,990
-136,407
-88% -$6.83M 0.36% 34
2023
Q4 		$7.86M Sell
155,397
-3,127
-2% -$151K 3.1% 8
2023
Q3 		$7.54M Sell
158,524
-104,991
-40% -$5.2M 3.29% 8
2023
Q2 		$13M Buy
263,515
+2,860
+1% +$140K 5.5% 6
2023
Q1 		$12.7M Buy
+260,655
New +$12.8M 5.89% 6

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

West Wealth Group's IEMG Position: Q3 2026 in Review

West Wealth Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 27% in Q3 2026, buying an estimated $201K and bringing the position to 11,889 shares worth $965K. The position accounts for 0.15% of the portfolio, ranked #48.

West Wealth Group first reported a position in IEMG in Q1 2023 and has held it in 15 quarters since. The position peaked at $13M in Q2 2023. 2,019 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • West Wealth Group held 11,889 shares of iShares Core MSCI Emerging Markets ETF worth $965K as of Q3 2026.
  • West Wealth Group bought 2,497 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $201K.
  • iShares Core MSCI Emerging Markets ETF made up 0.15% of West Wealth Group's portfolio in Q3 2026, its #48 holding.
  • West Wealth Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 15 quarters since.
  • West Wealth Group's iShares Core MSCI Emerging Markets ETF position peaked at $13M in Q2 2023.
  • 2,019 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.