Beese Fulmer Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Beese Fulmer Investment Management’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	$472K	Buy	6,771 +1,434	+27%	+$103K	0.03%	213
2025 Q4	$359K	Buy	5,337 +173	+3%	+$11.6K	0.02%	251
2025 Q3	$340K	Sell	5,164 -1,584	-23%	-$98.8K	0.02%	226
2025 Q2	$405K	Buy	+6,748	New	+$377K	0.03%	203
2022 Q3	–	Sell	-4,872	Closed	-$239K	–	217
2022 Q2	$239K	Buy	+4,872	New	+$252K	0.03%	197

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

Beese Fulmer Investment Management's IEMG Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 27% in Q1 2026, buying an estimated $103K and bringing the position to 6,771 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #213.

Beese Fulmer Investment Management first reported a position in IEMG in Q2 2022 and has held it in 5 quarters since. 2,286 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Beese Fulmer Investment Management held 6,771 shares of iShares Core MSCI Emerging Markets ETF worth $472K as of Q1 2026.
Beese Fulmer Investment Management bought 1,434 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $103K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #213 holding.
Beese Fulmer Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 5 quarters since.
2,286 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.