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Bernard Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bernard Wealth 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 		– Sell
-18
Closed -$1.21K – 366
2025
Q4 		$1.21K Hold
18
– – ﹤0.01% 299
2025
Q3 		$1.19K Buy
+18
New +$1.12K ﹤0.01% 286

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

Bernard Wealth Management's IEMG Position: Q1 2026 in Review

Bernard Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026, closing a stake of 18 shares — an estimated $1.21K sold.

Bernard Wealth Management first reported a position in IEMG in Q3 2025 and held it in 2 quarters. The position peaked at $1.21K in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Bernard Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 18 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.21K.
  • Bernard Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2025 and held it in 2 quarters.
  • Bernard Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.21K in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.