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Calton & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Calton & Associates’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 		$767K Buy
10,996
+6,390
+139% +$461K 0.11% 176
2025
Q4 		$310K Buy
4,606
+188
+4% +$12.6K 0.05% 321
2025
Q3 		$291K Buy
4,418
+820
+23% +$51.1K 0.04% 330
2025
Q2 		$216K Sell
3,598
-808
-18% -$45.1K 0.04% 354
2025
Q1 		$238K Buy
+4,406
New +$237K 0.05% 280
2022
Q2 		– Sell
-11,141
Closed -$618K – 295
2022
Q1 		$618K Sell
11,141
-8,176
-42% -$472K 0.18% 140
2021
Q4 		$1.16M Sell
19,317
-90,291
-82% -$5.57M 0.31% 82
2021
Q3 		$6.77M Sell
109,608
-67,511
-38% -$4.3M 1.48% 7
2021
Q2 		$11.9M Buy
177,119
+3,067
+2% +$202K 2.25% 6
2021
Q1 		$11.2M Buy
174,052
+6,799
+4% +$447K 2.18% 10
2020
Q4 		$10.4M Buy
167,253
+83,684
+100% +$4.82M 1.85% 12
2020
Q3 		$4.41M Buy
83,569
+41,825
+100% +$2.19M 0.91% 18
2020
Q2 		$1.99M Buy
41,744
+18,316
+78% +$817K 0.43% 48
2020
Q1 		$948K Buy
+23,428
New +$1.15M 0.23% 81
2018
Q1 		– Sell
-4,915
Closed -$301K – 775
2017
Q4 		$301K Buy
+4,915
New +$274K 0.08% 242

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

Calton & Associates's IEMG Position: Q1 2026 in Review

Calton & Associates increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 139% in Q1 2026, buying an estimated $461K and bringing the position to 10,996 shares worth $767K. The position accounts for 0.11% of the portfolio, ranked #176.

Calton & Associates first reported a position in IEMG in Q4 2017 and has held it in 15 quarters since. The position peaked at $11.9M in Q2 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Calton & Associates held 10,996 shares of iShares Core MSCI Emerging Markets ETF worth $767K as of Q1 2026.
  • Calton & Associates bought 6,390 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $461K.
  • iShares Core MSCI Emerging Markets ETF made up 0.11% of Calton & Associates's portfolio in Q1 2026, its #176 holding.
  • Calton & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 15 quarters since.
  • Calton & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $11.9M in Q2 2021.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.