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

Arete Wealth 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	$4.78M	Sell	68,474 -7,009	-9%	-$506K	0.36%	71
2025 Q4	$5.07M	Sell	75,483 -701	-0.9%	-$47K	0.31%	77
2025 Q3	$5.04M	Buy	76,184 +12,790	+20%	+$798K	0.32%	70
2025 Q2	$3.81M	Buy	63,394 +5,492	+9%	+$306K	0.27%	79
2025 Q1	$3.13M	Buy	57,902 +4,127	+8%	+$222K	0.24%	91
2024 Q4	$2.81M	Buy	53,775 +4,425	+9%	+$245K	0.2%	102
2024 Q3	$2.83M	Sell	49,350 -8,049	-14%	-$436K	0.24%	89
2024 Q2	$3.07M	Buy	57,399 +4,489	+8%	+$237K	0.25%	80
2024 Q1	$2.73M	Sell	52,910 -532	-1%	-$26.6K	0.25%	92
2023 Q4	$2.7M	Buy	53,442 +37,443	+234%	+$1.81M	0.21%	99
2023 Q3	$761K	Sell	15,999 -45,211	-74%	-$2.24M	0.13%	165
2023 Q2	$3.02M	Buy	61,210 +3,768	+7%	+$184K	0.27%	85
2023 Q1	$2.8M	Buy	57,442 +12,293	+27%	+$603K	0.23%	91
2022 Q4	$2.11B	Buy	45,149 +1,603	+4%	+$72.9K	0.18%	109
2022 Q3	$1.87M	Sell	43,546 -57,116	-57%	-$2.74M	0.18%	111
2022 Q2	$4.9M	Buy	100,662 +67,634	+205%	+$3.49M	0.5%	51
2022 Q1	$1.83M	Buy	33,028 +7,750	+31%	+$448K	0.15%	122
2021 Q4	$1.52M	Buy	25,278 +5,333	+27%	+$329K	0.13%	142
2021 Q3	$1.23M	Buy	19,945 +552	+3%	+$35.1K	0.14%	147
2021 Q2	$1.21M	Buy	19,393 +28	+0.1%	+$1.84K	0.17%	119
2021 Q1	$1.26M	Buy	19,365 +1,246	+7%	+$82K	0.16%	136
2020 Q4	$1.14M	Sell	18,119 -817	-4%	-$47.1K	0.16%	138
2020 Q3	$1M	Buy	18,936 +1,137	+6%	+$59.6K	0.15%	152
2020 Q2	$847K	Buy	17,799 +2,066	+13%	+$92.2K	0.15%	161
2020 Q1	$662K	Sell	15,733 -2,277	-13%	-$112K	0.13%	167
2019 Q4	$978K	Buy	18,010 +5,013	+39%	+$258K	0.17%	138
2019 Q3	$637K	Buy	12,997 +2,523	+24%	+$125K	0.12%	188
2019 Q2	$539K	Buy	10,474 +885	+9%	+$45.2K	0.1%	208
2019 Q1	$496K	Buy	+9,589	New	+$486K	0.1%	206
2018 Q2	–	Sell	-6,658	Closed	-$389K	–	375
2018 Q1	$389K	Buy	+6,658	New	+$394K	0.13%	200

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors's IEMG Position: Q1 2026 in Review

Arete Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.3% in Q1 2026, selling an estimated $506K and leaving 68,474 shares worth $4.78M. The position accounts for 0.36% of the portfolio, ranked #71.

Arete Wealth Advisors first reported a position in IEMG in Q1 2018 and has held it in 30 quarters since. The position peaked at $2.11B in Q4 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Arete Wealth Advisors held 68,474 shares of iShares Core MSCI Emerging Markets ETF worth $4.78M as of Q1 2026.
Arete Wealth Advisors sold 7,009 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $506K.
iShares Core MSCI Emerging Markets ETF made up 0.36% of Arete Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Arete Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 30 quarters since.
Arete Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $2.11B in Q4 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.