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

Castle 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	$222K	Hold	3,180	–	–	0.07%	125
2025 Q4	$214K	Hold	3,180	–	–	0.07%	127
2025 Q3	$210K	Buy	+3,180	New	+$198K	0.07%	121
2024 Q1	–	Sell	-4,180	Closed	-$211K	–	122
2023 Q4	$211K	Buy	+4,180	New	+$202K	0.13%	111
2023 Q3	–	Sell	-4,415	Closed	-$218K	–	109
2023 Q2	$218K	Sell	4,415 -600	-12%	-$29.3K	0.15%	100
2023 Q1	$245K	Hold	5,015	–	–	0.19%	96
2022 Q4	$234K	Hold	5,015	–	–	0.15%	97
2022 Q3	$216K	Hold	5,015	–	–	0.13%	99
2022 Q2	$246K	Buy	+5,015	New	+$259K	0.14%	99

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

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

Castle Wealth Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 3,180 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #125.

Castle Wealth Management first reported a position in IEMG in Q2 2022 and has held it in 9 quarters since. The position peaked at $246K in Q2 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Castle Wealth Management held 3,180 shares of iShares Core MSCI Emerging Markets ETF worth $222K as of Q1 2026.
Castle Wealth Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Castle Wealth Management's portfolio in Q1 2026, its #125 holding.
Castle Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 9 quarters since.
Castle Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $246K in Q2 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.