Alpha Cubed Investments’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Alpha Cubed Investments’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 Q4	$562K	Buy	+8,359	New	+$561K	0.02%	169
2024 Q2	–	Sell	-4,402	Closed	-$227K	–	302
2024 Q1	$227K	Sell	4,402 -1,096	-20%	-$54.9K	0.01%	246
2023 Q4	$278K	Sell	5,498 -600	-10%	-$29.1K	0.02%	210
2023 Q3	$290K	Sell	6,098 -152,030	-96%	-$7.52M	0.02%	188
2023 Q2	$7.79M	Buy	158,128 +892	+0.6%	+$43.6K	0.53%	51
2023 Q1	$7.67M	Buy	+157,236	New	+$7.71M	0.56%	52
2021 Q2	–	Sell	-3,520	Closed	-$227K	–	270
2021 Q1	$227K	Buy	+3,520	New	+$232K	0.02%	234
2020 Q1	–	Sell	-27,540	Closed	-$1.48M	–	238
2019 Q4	$1.48M	Buy	+27,540	New	+$1.42M	0.15%	87
2018 Q3	–	Sell	-80,305	Closed	-$4.22M	–	322
2018 Q2	$4.22M	Sell	80,305 -4,235	-5%	-$237K	0.54%	50
2018 Q1	$4.94M	Sell	84,540 -424	-0.5%	-$25.1K	0.64%	42
2017 Q4	$4.83M	Buy	84,964 +18,815	+28%	+$1.05M	0.63%	39
2017 Q3	$3.57M	Buy	66,149 +4,710	+8%	+$250K	0.54%	41
2017 Q2	$3.07M	Buy	+61,439	New	+$3.03M	0.53%	41

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Alpha Cubed Investments's IEMG Position: Q4 2025 in Review

Alpha Cubed Investments opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2025: 8,359 shares worth $562K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: Alpha Cubed Investments previously reported a position in IEMG as recently as Q1 2024.

Alpha Cubed Investments first reported a position in IEMG in Q2 2017 and has held it in 13 quarters since. The position peaked at $7.79M in Q2 2023. 2,220 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

Alpha Cubed Investments held 8,359 shares of iShares Core MSCI Emerging Markets ETF worth $562K as of Q4 2025.
iShares Core MSCI Emerging Markets ETF was a new Alpha Cubed Investments position in Q4 2025.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #169 holding.
Alpha Cubed Investments first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 13 quarters since.
Alpha Cubed Investments's iShares Core MSCI Emerging Markets ETF position peaked at $7.79M in Q2 2023.
2,220 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.