Callan Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Callan Capital’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
2025 Q1	$988K	Buy	18,311 +11,056	+152%	+$595K	0.07%	118
2024 Q4	$379K	Hold	7,255	–	–	0.03%	220
2024 Q3	$417K	Buy	7,255 +533	+8%	+$28.9K	0.03%	208
2024 Q2	$360K	Sell	6,722 -205	-3%	-$10.8K	0.03%	210
2024 Q1	$357K	Hold	6,927	–	–	0.03%	178
2023 Q4	$350K	Hold	6,927	–	–	0.03%	161
2023 Q3	$330K	Sell	6,927 -266	-4%	-$13.2K	0.04%	151
2023 Q2	$355K	Buy	7,193 +266	+4%	+$13K	0.04%	130
2023 Q1	$338K	Buy	6,927 +753	+12%	+$36.9K	0.04%	134
2022 Q4	$288K	Sell	6,174 -2,364	-28%	-$108K	0.04%	148
2022 Q3	$367K	Sell	8,538 -2,170	-20%	-$104K	0.06%	93
2022 Q2	$525K	Sell	10,708 -13,753	-56%	-$711K	0.08%	72
2022 Q1	$1.36M	Buy	24,461 +17,862	+271%	+$1.03M	0.19%	55
2021 Q4	$395K	Buy	+6,599	New	+$407K	0.06%	86

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Callan Capital's IEMG Position: Q1 2025 in Review

Callan Capital increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 152% in Q1 2025, buying an estimated $595K and bringing the position to 18,311 shares worth $988K. The position accounts for 0.07% of the portfolio, ranked #118.

Callan Capital first reported a position in IEMG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.36M in Q1 2022. 1,847 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

Callan Capital held 18,311 shares of iShares Core MSCI Emerging Markets ETF worth $988K as of Q1 2025.
Callan Capital bought 11,056 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $595K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Callan Capital's portfolio in Q1 2025, its #118 holding.
Callan Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 14 quarters since.
Callan Capital's iShares Core MSCI Emerging Markets ETF position peaked at $1.36M in Q1 2022.
1,847 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.