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

Cherry Tree 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 		$917K Sell
13,145
-474
-3% -$34.2K 0.19% 71
2025
Q4 		$915K Sell
13,619
-5
-0% -$335 0.19% 79
2025
Q3 		$898K Hold
13,624
– – 0.2% 75
2025
Q2 		$818K Sell
13,624
-1,152
-8% -$64.3K 0.19% 77
2025
Q1 		$797K Sell
14,776
-83
-0.6% -$4.47K 0.19% 76
2024
Q4 		$776K Buy
14,859
+28
+0.2% +$1.55K 0.19% 75
2024
Q3 		$851K Sell
14,831
-2,055
-12% -$111K 0.2% 75
2024
Q2 		$904K Buy
16,886
+92
+0.5% +$4.85K 0.23% 69
2024
Q1 		$867K Sell
16,794
-956
-5% -$47.9K 0.22% 70
2023
Q4 		$898K Buy
17,750
+110
+0.6% +$5.33K 0.24% 66
2023
Q3 		$839K Buy
17,640
+1,118
+7% +$55.3K 0.25% 61
2023
Q2 		$814K Buy
+16,522
New +$807K 0.24% 62

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

Cherry Tree Wealth Management's IEMG Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.5% in Q1 2026, selling an estimated $34.2K and leaving 13,145 shares worth $917K. The position accounts for 0.19% of the portfolio, ranked #71.

Cherry Tree Wealth Management first reported a position in IEMG in Q2 2023 and has held it in 12 quarters since. 2,299 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Cherry Tree Wealth Management held 13,145 shares of iShares Core MSCI Emerging Markets ETF worth $917K as of Q1 2026.
  • Cherry Tree Wealth Management sold 474 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $34.2K.
  • iShares Core MSCI Emerging Markets ETF made up 0.19% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,299 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.