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Annis Gardner Whiting Capital Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Annis Gardner Whiting Capital 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 		$104K Sell
1,497
-176
-11% -$12.7K 0.02% 436
2025
Q4 		$112K Buy
1,673
+796
+91% +$53.4K 0.02% 382
2025
Q3 		$57.8K Sell
877
-1,180
-57% -$73.6K 0.01% 478
2025
Q2 		$123K Buy
2,057
+742
+56% +$41.4K 0.04% 279
2025
Q1 		$71K Hold
1,315
– – 0.03% 314
2024
Q4 		$68.7K Sell
1,315
-1,201
-48% -$66.5K 0.02% 315
2024
Q3 		$144K Buy
2,516
+926
+58% +$50.1K 0.04% 243
2024
Q2 		$85.1K Buy
1,590
+11
+0.7% +$580 0.02% 332
2024
Q1 		$81.5K Buy
1,579
+1,153
+271% +$57.7K 0.03% 314
2023
Q4 		$21.5K Hold
426
– – 0.01% 389
2023
Q3 		$20.3K Buy
+426
New +$21.1K 0.01% 384

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

Annis Gardner Whiting Capital Advisors's IEMG Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q1 2026, selling an estimated $12.7K and leaving 1,497 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #436.

Annis Gardner Whiting Capital Advisors first reported a position in IEMG in Q3 2023 and has held it in 11 quarters since. The position peaked at $144K in Q3 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 1,497 shares of iShares Core MSCI Emerging Markets ETF worth $104K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 176 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $12.7K.
  • iShares Core MSCI Emerging Markets ETF made up 0.02% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #436 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $144K in Q3 2024.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.