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Alteri Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Alteri Wealth’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 		$565K Sell
8,100
-451
-5% -$32.6K 0.18% 142
2025
Q4 		$575K Sell
8,551
-348
-4% -$23.3K 0.19% 134
2025
Q3 		$587K Sell
8,899
-2,406
-21% -$150K 0.2% 126
2025
Q2 		$679K Sell
11,305
-3,136
-22% -$175K 0.26% 96
2025
Q1 		$779K Sell
14,441
-3,245
-18% -$175K 0.34% 72
2024
Q4 		$924K Buy
+17,686
New +$979K 0.26% 58

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

Alteri Wealth's IEMG Position: Q1 2026 in Review

Alteri Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.3% in Q1 2026, selling an estimated $32.6K and leaving 8,100 shares worth $565K. The position accounts for 0.18% of the portfolio, ranked #142.

Alteri Wealth first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $924K in Q4 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Alteri Wealth held 8,100 shares of iShares Core MSCI Emerging Markets ETF worth $565K as of Q1 2026.
  • Alteri Wealth sold 451 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $32.6K.
  • iShares Core MSCI Emerging Markets ETF made up 0.18% of Alteri Wealth's portfolio in Q1 2026, its #142 holding.
  • Alteri Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Alteri Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $924K in Q4 2024.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.