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Barrett & Company’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Barrett & Company’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 		$190K Sell
2,727
-29
-1% -$2.09K 0.07% 153
2025
Q4 		$185K Sell
2,756
-16
-0.6% -$1.07K 0.06% 158
2025
Q3 		$183K Hold
2,772
– – 0.06% 156
2025
Q2 		$166K Sell
2,772
-8,631
-76% -$482K 0.06% 159
2025
Q1 		$803K Buy
11,403
+8,634
+312% +$465K 0.35% 56
2024
Q4 		$145K Buy
2,769
+226
+9% +$12.5K 0.06% 159
2024
Q3 		$146K Hold
2,543
– – 0.06% 161
2024
Q2 		$136K Buy
2,543
+14
+0.6% +$738 0.06% 164
2024
Q1 		$130K Hold
2,529
– – 0.06% 169
2023
Q4 		$128K Buy
2,529
+29
+1% +$1.41K 0.07% 161
2023
Q3 		$119K Hold
2,500
– – 0.07% 162
2023
Q2 		$123K Buy
2,500
+14
+0.6% +$684 0.07% 163
2023
Q1 		$121K Hold
2,486
– – 0.08% 158
2022
Q4 		$116K Hold
2,486
– – 0.08% 150
2022
Q3 		$116K Buy
+2,486
New +$119K 0.08% 150

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

Barrett & Company's IEMG Position: Q1 2026 in Review

Barrett & Company reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.1% in Q1 2026, selling an estimated $2.09K and leaving 2,727 shares worth $190K. The position accounts for 0.07% of the portfolio, ranked #153.

Barrett & Company first reported a position in IEMG in Q3 2022 and has held it in 15 quarters since. The position peaked at $803K in Q1 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Barrett & Company held 2,727 shares of iShares Core MSCI Emerging Markets ETF worth $190K as of Q1 2026.
  • Barrett & Company sold 29 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.09K.
  • iShares Core MSCI Emerging Markets ETF made up 0.07% of Barrett & Company's portfolio in Q1 2026, its #153 holding.
  • Barrett & Company first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's iShares Core MSCI Emerging Markets ETF position peaked at $803K in Q1 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.