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

Chatterton & 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 		– Sell
-33,398
Closed -$2.25M – 101
2025
Q4 		$2.25M Buy
+33,398
New +$2.24M 1.92% 16

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Chatterton & Associates sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026, closing a stake of 33,398 shares — an estimated $2.25M sold.

Chatterton & Associates first reported a position in IEMG in Q4 2025 and held it in 1 quarter. The position peaked at $2.25M in Q4 2025. 2,297 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Chatterton & Associates reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Chatterton & Associates sold 33,398 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.25M.
  • Chatterton & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and held it in 1 quarter.
  • Chatterton & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $2.25M in Q4 2025.
  • 2,297 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Chatterton & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.