AFC
IEMG icon

Adaptive Financial Consulting’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Adaptive Financial Consulting’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
Q1 		$9.92M Buy
142,209
+6,998
+5% +$505K 3.8% 12
2025
Q4 		$9.09M Buy
135,211
+3,557
+3% +$239K 3.54% 12
2025
Q3 		$8.68M Sell
131,654
-2,289
-2% -$143K 3.47% 12
2025
Q2 		$8.04M Sell
133,943
-271
-0.2% -$15.1K 3.36% 12
2025
Q1 		$7.24M Sell
134,214
-2,508
-2% -$135K 3.1% 12
2024
Q4 		$7.14M Sell
136,722
-846
-0.6% -$46.8K 2.96% 12
2024
Q3 		$7.9M Buy
137,568
+1,266
+0.9% +$68.5K 3.22% 12
2024
Q2 		$7.3M Sell
136,302
-1,460
-1% -$77K 3.16% 12
2024
Q1 		$7.11M Buy
137,762
+3,655
+3% +$183K 3.17% 12
2023
Q4 		$6.78M Sell
134,107
-11,480
-8% -$556K 3.61% 11
2023
Q3 		$6.93M Buy
145,587
+5,089
+4% +$252K 3.93% 11
2023
Q2 		$6.93M Sell
140,498
-6,075
-4% -$297K 3.89% 11
2023
Q1 		$7.15M Buy
146,573
+4,071
+3% +$200K 3.86% 11
2022
Q4 		$6.65M Buy
142,502
+3,468
+2% +$158K 3.81% 11
2022
Q3 		$5.98M Buy
139,034
+9,211
+7% +$442K 3.74% 11
2022
Q2 		$6.37M Buy
129,823
+10,805
+9% +$558K 3.95% 11
2022
Q1 		$6.61M Buy
119,018
+4,630
+4% +$268K 3.88% 11
2021
Q4 		$6.85M Buy
114,388
+4,228
+4% +$261K 3.91% 11
2021
Q3 		$6.8M Buy
110,160
+2,285
+2% +$145K 4.19% 11
2021
Q2 		$7.23M Buy
107,875
+2,883
+3% +$190K 4.51% 11
2021
Q1 		$6.76M Buy
104,992
+11,257
+12% +$741K 4.54% 11
2020
Q4 		$5.82M Sell
93,735
-3,500
-4% -$202K 4.41% 11
2020
Q3 		$5.13M Buy
97,235
+4,891
+5% +$256K 4.04% 11
2020
Q2 		$4.4M Buy
92,344
+8,936
+11% +$399K 3.86% 11
2020
Q1 		$3.38M Buy
83,408
+5,376
+7% +$264K 3.47% 11
2019
Q4 		$4.2M Buy
+78,032
New +$4.02M 4.02% 11

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adaptive Financial Consulting's IEMG Position: Q1 2026 in Review

Adaptive Financial Consulting increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.2% in Q1 2026, buying an estimated $505K and bringing the position to 142,209 shares worth $9.92M. The position accounts for 3.8% of the portfolio, ranked #12.

Adaptive Financial Consulting first reported a position in IEMG in Q4 2019 and has held it in 26 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Adaptive Financial Consulting held 142,209 shares of iShares Core MSCI Emerging Markets ETF worth $9.92M as of Q1 2026.
  • Adaptive Financial Consulting bought 6,998 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $505K.
  • iShares Core MSCI Emerging Markets ETF made up 3.8% of Adaptive Financial Consulting's portfolio in Q1 2026, its #12 holding.
  • Adaptive Financial Consulting first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Adaptive Financial Consulting's 13F filing for Q1 2026, filed 5 May 2026.