Adero Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Adero Partners’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 Q1	$207K	Buy	+3,829	New	+$206K	0.01%	231
2023 Q2	–	Sell	-5,595	Closed	-$273K	–	166
2023 Q1	$273K	Buy	+5,595	New	+$274K	0.03%	126
2022 Q2	–	Sell	-4,499	Closed	-$250K	–	157
2022 Q1	$250K	Buy	4,499 +124	+3%	+$7.17K	0.04%	141
2021 Q4	$262K	Sell	4,375 -1,251	-22%	-$77.2K	0.04%	140
2021 Q3	$347K	Buy	5,626 +1,240	+28%	+$78.9K	0.06%	113
2021 Q2	$294K	Buy	+4,386	New	+$289K	0.07%	111

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Adero Partners's IEMG Position: Q1 2025 in Review

Adero Partners opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025: 3,829 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings. This is a return to the name: Adero Partners previously reported a position in IEMG as recently as Q1 2023.

Adero Partners first reported a position in IEMG in Q2 2021 and has held it in 6 quarters since. The position peaked at $347K in Q3 2021. 1,851 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

Adero Partners held 3,829 shares of iShares Core MSCI Emerging Markets ETF worth $207K as of Q1 2025.
iShares Core MSCI Emerging Markets ETF was a new Adero Partners position in Q1 2025.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Adero Partners's portfolio in Q1 2025, its #231 holding.
Adero Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2021 and has held it in 6 quarters since.
Adero Partners's iShares Core MSCI Emerging Markets ETF position peaked at $347K in Q3 2021.
1,851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.