Wooster Corthell Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wooster Corthell Wealth Management’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
2025 Q2	$1.32M	Buy	21,953 +183	+0.8%	+$10.2K	0.24%	39
2025 Q1	$1.17M	Sell	21,770 -267	-1%	-$14.4K	0.24%	37
2024 Q4	$1.15M	Sell	22,037 -2,055	-9%	-$114K	0.25%	35
2024 Q3	$1.38M	Sell	24,092 -29	-0.1%	-$1.57K	0.29%	32
2024 Q2	$1.29M	Sell	24,121 -745	-3%	-$39.3K	0.29%	31
2024 Q1	$1.28M	Sell	24,866 -88	-0.4%	-$4.41K	0.29%	29
2023 Q4	$1.26M	Buy	24,954 +4,841	+24%	+$234K	0.3%	29
2023 Q3	$957K	Sell	20,113 -393	-2%	-$19.4K	0.25%	36
2023 Q2	$1.01M	Sell	20,506 -755	-4%	-$36.9K	0.26%	37
2023 Q1	$1.04M	Sell	21,261 -315	-1%	-$15.5K	0.28%	36
2022 Q4	$1.01M	Buy	21,576 +761	+4%	+$34.6K	0.29%	36
2022 Q3	$895K	Buy	20,815 +251	+1%	+$12K	0.27%	34
2022 Q2	$1.01M	Buy	20,564 +9,647	+88%	+$498K	0.29%	33
2022 Q1	$606K	Sell	10,917 -80	-0.7%	-$4.62K	0.15%	32
2021 Q4	$658K	Sell	10,997 -22	-0.2%	-$1.36K	0.16%	32
2021 Q3	$681K	Buy	11,019 +68	+0.6%	+$4.33K	0.17%	33
2021 Q2	$734K	Sell	10,951 -136	-1%	-$8.96K	0.18%	34
2021 Q1	$714K	Sell	11,087 -870	-7%	-$57.2K	0.19%	34
2020 Q4	$742K	Sell	11,957 -367	-3%	-$21.2K	0.21%	34
2020 Q3	$651K	Sell	12,324 -1,035	-8%	-$54.3K	0.21%	32
2020 Q2	$636K	Buy	13,359 +164	+1%	+$7.32K	0.22%	31
2020 Q1	$534K	Sell	13,195 -11,832	-47%	-$581K	0.22%	30
2019 Q4	$1.34M	Hold	25,027	–	–	0.56%	20
2019 Q3	$1.23M	Hold	25,027	–	–	0.55%	20
2019 Q2	$1.29M	Buy	25,027 +44	+0.2%	+$2.25K	0.58%	20
2019 Q1	$1.29M	Buy	24,983 +924	+4%	+$46.8K	0.6%	20
2018 Q4	$1.13M	Buy	+24,059	New	+$1.16M	0.63%	19
2016 Q1	–	Sell	-62,493	Closed	-$2.46M	–	21
2015 Q4	$2.46M	Buy	62,493 +13,808	+28%	+$575K	1.77%	12
2015 Q3	$1.94M	Buy	48,685 +864	+2%	+$37K	1.46%	12
2015 Q2	$2.3M	Hold	47,821	–	–	1.62%	12
2015 Q1	$2.31M	Hold	47,821	–	–	1.61%	11
2014 Q4	$2.25M	Buy	+47,821	New	+$2.33M	1.69%	11

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wooster Corthell Wealth Management's IEMG Position: Q2 2025 in Review

Wooster Corthell Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.84% in Q2 2025, buying an estimated $10.2K and bringing the position to 21,953 shares worth $1.32M. The position accounts for 0.24% of the portfolio, ranked #39.

Wooster Corthell Wealth Management first reported a position in IEMG in Q4 2014 and has held it in 32 quarters since. The position peaked at $2.46M in Q4 2015. 1,903 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

Wooster Corthell Wealth Management held 21,953 shares of iShares Core MSCI Emerging Markets ETF worth $1.32M as of Q2 2025.
Wooster Corthell Wealth Management bought 183 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $10.2K.
iShares Core MSCI Emerging Markets ETF made up 0.24% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #39 holding.
Wooster Corthell Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2014 and has held it in 32 quarters since.
Wooster Corthell Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.46M in Q4 2015.
1,903 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.