Addison Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Addison Advisors’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	$13K	Buy	186 +38	+26%	+$2.74K	﹤0.01%	615
2025 Q4	$9.95K	Sell	148 -447	-75%	-$30K	﹤0.01%	629
2025 Q3	$39.2K	Buy	595 +291	+96%	+$18.2K	0.01%	442
2025 Q2	$18.3K	Buy	304 +156	+105%	+$8.71K	﹤0.01%	553
2025 Q1	$7.99K	Buy	148 +53	+56%	+$2.85K	﹤0.01%	615
2024 Q4	$4.96K	Hold	95	–	–	﹤0.01%	675
2024 Q3	$5.45K	Hold	95	–	–	﹤0.01%	658
2024 Q2	$5.09K	Hold	95	–	–	﹤0.01%	635
2024 Q1	$4.9K	Sell	95 -20	-17%	-$1K	﹤0.01%	571
2023 Q4	$5.82K	Buy	+115	New	+$5.57K	﹤0.01%	563
2023 Q2	–	Sell	-15	Closed	-$732	–	643
2023 Q1	$732	Sell	15 -14	-48%	-$687	﹤0.01%	591
2022 Q4	$1.35K	Buy	+29	New	+$1.32K	﹤0.01%	588
2022 Q2	–	Sell	-25	Closed	-$1K	–	719
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	640
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	592
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	379
2021 Q2	$2K	Buy	+25	New	+$1.65K	﹤0.01%	368

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

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Addison Advisors's IEMG Position: Q1 2026 in Review

Addison Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 26% in Q1 2026, buying an estimated $2.74K and bringing the position to 186 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Addison Advisors first reported a position in IEMG in Q2 2021 and has held it in 16 quarters since. The position peaked at $39.2K in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Addison Advisors held 186 shares of iShares Core MSCI Emerging Markets ETF worth $13K as of Q1 2026.
Addison Advisors bought 38 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.74K.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #615 holding.
Addison Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2021 and has held it in 16 quarters since.
Addison Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $39.2K in Q3 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.