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Allen Capital Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Allen Capital Group’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 		$759K Sell
10,877
-208
-2% -$15K 0.07% 149
2025
Q4 		$745K Sell
11,085
-1,075
-9% -$72.1K 0.07% 153
2025
Q3 		$802K Sell
12,160
-171
-1% -$10.7K 0.08% 146
2025
Q2 		$740K Sell
12,331
-100
-0.8% -$5.58K 0.08% 144
2025
Q1 		$671K Buy
12,431
+553
+5% +$29.8K 0.08% 134
2024
Q4 		$620K Buy
11,878
+190
+2% +$10.5K 0.07% 133
2024
Q3 		$671K Sell
11,688
-197
-2% -$10.7K 0.08% 129
2024
Q2 		$636K Buy
11,885
+62
+0.5% +$3.27K 0.09% 119
2024
Q1 		$610K Buy
11,823
+184
+2% +$9.21K 0.09% 119
2023
Q4 		$589K Buy
11,639
+422
+4% +$20.4K 0.09% 114
2023
Q3 		$531K Sell
11,217
-1,587
-12% -$78.5K 0.09% 116
2023
Q2 		$631K Sell
12,804
-291
-2% -$14.2K 0.11% 111
2023
Q1 		$639K Buy
+13,095
New +$642K 0.12% 107
2022
Q4 		– Sell
-13,299
Closed -$572K – 86
2022
Q3 		$572K Buy
+13,299
New +$637K 0.13% 98
2022
Q1 		– Sell
-4,060
Closed -$243K – 176
2021
Q4 		$243K Sell
4,060
-164
-4% -$10.1K 0.04% 146
2021
Q3 		$261K Buy
+4,224
New +$269K 0.05% 134

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

Allen Capital Group's IEMG Position: Q1 2026 in Review

Allen Capital Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.9% in Q1 2026, selling an estimated $15K and leaving 10,877 shares worth $759K. The position accounts for 0.07% of the portfolio, ranked #149.

Allen Capital Group first reported a position in IEMG in Q3 2021 and has held it in 16 quarters since. The position peaked at $802K in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Allen Capital Group held 10,877 shares of iShares Core MSCI Emerging Markets ETF worth $759K as of Q1 2026.
  • Allen Capital Group sold 208 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $15K.
  • iShares Core MSCI Emerging Markets ETF made up 0.07% of Allen Capital Group's portfolio in Q1 2026, its #149 holding.
  • Allen Capital Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2021 and has held it in 16 quarters since.
  • Allen Capital Group's iShares Core MSCI Emerging Markets ETF position peaked at $802K in Q3 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.