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Balanced Rock Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Balanced Rock Investment 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 		$281K Sell
4,032
-4
-0.1% -$289 0.2% 85
2025
Q4 		$271K Sell
4,036
-90
-2% -$6.04K 0.19% 85
2025
Q3 		$272K Sell
4,126
-413
-9% -$25.8K 0.2% 87
2025
Q2 		$272K Sell
4,539
-313
-6% -$17.5K 0.21% 85
2025
Q1 		$262K Sell
4,852
-48
-1% -$2.58K 0.21% 76
2024
Q4 		$256K Sell
4,900
-287
-6% -$15.9K 0.2% 78
2024
Q3 		$298K Sell
5,187
-382
-7% -$20.7K 0.23% 72
2024
Q2 		$298K Hold
5,569
– – 0.25% 69
2024
Q1 		$287K Sell
5,569
-113
-2% -$5.66K 0.25% 76
2023
Q4 		$287K Buy
+5,682
New +$275K 0.26% 84

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

Balanced Rock Investment Advisors's IEMG Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.1% in Q1 2026, selling an estimated $289 and leaving 4,032 shares worth $281K. The position accounts for 0.2% of the portfolio, ranked #85.

Balanced Rock Investment Advisors first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $298K in Q2 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Balanced Rock Investment Advisors held 4,032 shares of iShares Core MSCI Emerging Markets ETF worth $281K as of Q1 2026.
  • Balanced Rock Investment Advisors sold 4 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $289.
  • iShares Core MSCI Emerging Markets ETF made up 0.2% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #85 holding.
  • Balanced Rock Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • Balanced Rock Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $298K in Q2 2024.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.