Windward Private Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$406K Hold
4,904
0.13% 33
2026
Q1
$342K Buy
4,904
+1,103
+29% +$79.6K 0.12% 33
2025
Q4
$256K Hold
3,801
0.09% 41
2025
Q3
$251K Hold
3,801
0.09% 41
2025
Q2
$228K Buy
+3,801
New +$212K 0.08% 41
2023
Q4
Sell
-4,950
Closed -$236K 49
2023
Q3
$236K Buy
+4,950
New +$245K 0.11% 43

Other funds holding IEMG

Windward Private Wealth Management's IEMG Position: Q2 2026 in Review

Windward Private Wealth Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 4,904 shares worth $406K. The position accounts for 0.13% of the portfolio, ranked #33.

Windward Private Wealth Management first reported a position in IEMG in Q3 2023 and has held it in 6 quarters since. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Windward Private Wealth Management held 4,904 shares of iShares Core MSCI Emerging Markets ETF worth $406K as of Q2 2026.
  • Windward Private Wealth Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.13% of Windward Private Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Windward Private Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 6 quarters since.
  • 2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.