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

Capital Performance Advisors’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 		$5.43M Buy
77,860
+4,203
+6% +$303K 0.36% 44
2025
Q4 		$4.95M Buy
73,657
+63,377
+617% +$4.25M 0.35% 46
2025
Q3 		$678K Sell
10,280
-706
-6% -$44K 0.11% 94
2025
Q2 		$659K Buy
10,986
+34
+0.3% +$1.9K 0.13% 83
2025
Q1 		$591K Buy
10,952
+938
+9% +$50.5K 0.13% 82
2024
Q4 		$523K Buy
10,014
+1,973
+25% +$109K 0.17% 56
2024
Q3 		$462K Buy
8,041
+209
+3% +$11.3K 0.14% 51
2024
Q2 		$419K Sell
7,832
-442
-5% -$23.3K 0.16% 52
2024
Q1 		$427K Buy
8,274
+261
+3% +$13.1K 0.16% 50
2023
Q4 		$405K Sell
8,013
-86
-1% -$4.17K 0.18% 43
2023
Q3 		$385K Buy
8,099
+299
+4% +$14.8K 0.2% 38
2023
Q2 		$384K Buy
7,800
+336
+5% +$16.4K 0.19% 37
2023
Q1 		$364K Buy
7,464
+229
+3% +$11.2K 0.2% 33
2022
Q4 		$338K Buy
7,235
+256
+4% +$11.6K 0.19% 32
2022
Q3 		$300K Buy
6,979
+784
+13% +$37.6K 0.19% 30
2022
Q2 		$304K Buy
6,195
+94
+2% +$4.86K 0.19% 31
2022
Q1 		$339K Sell
6,101
-45
-0.7% -$2.6K 0.19% 31
2021
Q4 		$353K Buy
+6,146
New +$379K 0.21% 27

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

Capital Performance Advisors's IEMG Position: Q1 2026 in Review

Capital Performance Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.7% in Q1 2026, buying an estimated $303K and bringing the position to 77,860 shares worth $5.43M. The position accounts for 0.36% of the portfolio, ranked #44.

Capital Performance Advisors first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Capital Performance Advisors held 77,860 shares of iShares Core MSCI Emerging Markets ETF worth $5.43M as of Q1 2026.
  • Capital Performance Advisors bought 4,203 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $303K.
  • iShares Core MSCI Emerging Markets ETF made up 0.36% of Capital Performance Advisors's portfolio in Q1 2026, its #44 holding.
  • Capital Performance Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.