Baron Silver Stevens Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Baron Silver Stevens Financial 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	$14.7M	Buy	211,440 +12,969	+7%	+$936K	2.14%	14
2025 Q4	$13.3M	Sell	198,471 -361	-0.2%	-$24.2K	1.93%	16
2025 Q3	$13.1M	Buy	198,832 +18,399	+10%	+$1.15M	1.92%	17
2025 Q2	$10.8M	Buy	180,433 +5,001	+3%	+$279K	1.73%	17
2025 Q1	$9.47M	Sell	175,432 -3,616	-2%	-$195K	1.66%	18
2024 Q4	$9.35M	Buy	179,048 +5,909	+3%	+$327K	1.59%	20
2024 Q3	$9.94M	Buy	173,139 +8,288	+5%	+$449K	1.74%	18
2024 Q2	$8.82M	Sell	164,851 -152	-0.1%	-$8.02K	1.67%	19
2024 Q1	$8.51M	Sell	165,003 -5,571	-3%	-$279K	1.65%	19
2023 Q4	$8.63M	Buy	170,574 +4,233	+3%	+$205K	1.81%	18
2023 Q3	$7.92M	Sell	166,341 -794	-0.5%	-$39.3K	1.79%	19
2023 Q2	$8.24M	Buy	167,135 +23,211	+16%	+$1.13M	1.81%	20
2023 Q1	$7.02M	Sell	143,924 -20,339	-12%	-$998K	1.83%	20
2022 Q4	$7.67M	Sell	164,263 -6,170	-4%	-$281K	1.89%	19
2022 Q3	$4.27K	Sell	170,433 -8,550	-5%	-$410K	1.16%	21
2022 Q2	$8.78M	Buy	178,983 +1,662	+0.9%	+$85.9K	2.27%	15
2022 Q1	$9.85M	Sell	177,321 -5,609	-3%	-$324K	2.31%	15
2021 Q4	$10.9M	Buy	182,930 +19,740	+12%	+$1.22M	2.59%	14
2021 Q3	$10.1M	Buy	163,190 +54,123	+50%	+$3.45M	2.69%	14
2021 Q2	$7.31M	Buy	109,067 +51,943	+91%	+$3.42M	1.98%	16
2021 Q1	$3.68M	Buy	57,124 +21,768	+62%	+$1.43M	2%	9
2020 Q4	$2.19M	Buy	+35,356	New	+$2.04M	0.75%	17

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

Baron Silver Stevens Financial Advisors's IEMG Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.5% in Q1 2026, buying an estimated $936K and bringing the position to 211,440 shares worth $14.7M. The position accounts for 2.14% of the portfolio, ranked #14.

Baron Silver Stevens Financial Advisors first reported a position in IEMG in Q4 2020 and has held it in 22 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Baron Silver Stevens Financial Advisors held 211,440 shares of iShares Core MSCI Emerging Markets ETF worth $14.7M as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 12,969 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $936K.
iShares Core MSCI Emerging Markets ETF made up 2.14% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #14 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.