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

Balboa Wealth Partners’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 		$315K Buy
+4,510
New +$326K 0.05% 299
2024
Q3 		– Sell
-6,695
Closed -$358K – 356
2024
Q2 		$358K Buy
+6,695
New +$353K 0.09% 163

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

Balboa Wealth Partners's IEMG Position: Q1 2026 in Review

Balboa Wealth Partners opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026: 4,510 shares worth $315K. The stake represents 0.05% of the portfolio and ranks #299 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in IEMG as recently as Q2 2024.

Balboa Wealth Partners first reported a position in IEMG in Q2 2024 and has held it in 2 quarters since. The position peaked at $358K in Q2 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Balboa Wealth Partners held 4,510 shares of iShares Core MSCI Emerging Markets ETF worth $315K as of Q1 2026.
  • iShares Core MSCI Emerging Markets ETF was a new Balboa Wealth Partners position in Q1 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q1 2026, its #299 holding.
  • Balboa Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2024 and has held it in 2 quarters since.
  • Balboa Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $358K in Q2 2024.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.