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

Adams 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 Q3	–	Sell	-3,559	Closed	-$214K	–	185
2025 Q2	$214K	Sell	3,559 -227	-6%	-$12.7K	0.04%	162
2025 Q1	$204K	Sell	3,786 -176	-4%	-$9.47K	0.04%	130
2024 Q4	$207K	Buy	+3,962	New	+$219K	0.04%	111
2022 Q2	–	Sell	-7,537	Closed	-$419K	–	70
2022 Q1	$419K	Sell	7,537 -57	-0.8%	-$3.29K	0.14%	59
2021 Q4	$455K	Buy	7,594 +1,499	+25%	+$92.5K	0.13%	62
2021 Q3	$376K	Buy	6,095 +650	+12%	+$41.4K	0.14%	55
2021 Q2	$365K	Buy	5,445 +412	+8%	+$27.1K	0.16%	55
2021 Q1	$324K	Buy	+5,033	New	+$331K	0.15%	56
2020 Q4	–	Sell	-772	Closed	-$41K	–	189
2020 Q3	$41K	Buy	+772	New	+$40.5K	0.03%	114
2020 Q1	–	Sell	-31,589	Closed	-$1.7M	–	80
2019 Q4	$1.7M	Buy	+31,589	New	+$1.63M	1.43%	17

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Adams Wealth Management's IEMG Position: Q3 2025 in Review

Adams Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2025, closing a stake of 3,559 shares — an estimated $214K sold.

Adams Wealth Management first reported a position in IEMG in Q4 2019 and held it in 10 quarters. The position peaked at $1.7M in Q4 2019. 1,975 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

Adams Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
Adams Wealth Management sold 3,559 iShares Core MSCI Emerging Markets ETF shares in Q3 2025, an estimated $214K.
Adams Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 10 quarters.
Adams Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.7M in Q4 2019.
1,975 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on Adams Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.