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 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

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

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

West Wealth Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.9% in Q2 2026, buying an estimated $14K and bringing the position to 9,392 shares worth $778K. The position accounts for 0.13% of the portfolio, ranked #57.

West Wealth Group first reported a position in IEMG in Q1 2023 and has held it in 14 quarters since. The position peaked at $13M in Q2 2023. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

West Wealth Group held 9,392 shares of iShares Core MSCI Emerging Markets ETF worth $778K as of Q2 2026.
West Wealth Group bought 176 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $14K.
iShares Core MSCI Emerging Markets ETF made up 0.13% of West Wealth Group's portfolio in Q2 2026, its #57 holding.
West Wealth Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
West Wealth Group's iShares Core MSCI Emerging Markets ETF position peaked at $13M in Q2 2023.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.