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

Chicago 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	$6.93M	Buy	+99,330	New	+$7.17M	2.77%	15
2023 Q3	–	Sell	-91,242	Closed	-$4.5M	–	42
2023 Q2	$4.5M	Sell	91,242 -3,053	-3%	-$149K	3.43%	14
2023 Q1	$4.6M	Buy	+94,295	New	+$4.63M	3.66%	13
2021 Q3	–	Sell	-238,809	Closed	-$16M	–	43
2021 Q2	$16M	Buy	238,809 +8,384	+4%	+$552K	11.51%	2
2021 Q1	$14.8M	Buy	230,425 +10,483	+5%	+$690K	11.79%	2
2020 Q4	$13.6M	Buy	+219,942	New	+$12.7M	12.63%	2
2020 Q1	–	Sell	-95,051	Closed	-$5.11M	–	16
2019 Q4	$5.11M	Buy	+95,051	New	+$4.9M	4.91%	10

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

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

Chicago Wealth Management opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026: 99,330 shares worth $6.93M. The stake represents 2.77% of the portfolio and ranks #15 among its holdings. This is a return to the name: Chicago Wealth Management previously reported a position in IEMG as recently as Q2 2023.

Chicago Wealth Management first reported a position in IEMG in Q4 2019 and has held it in 7 quarters since. The position peaked at $16M in Q2 2021. 2,288 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Chicago Wealth Management held 99,330 shares of iShares Core MSCI Emerging Markets ETF worth $6.93M as of Q1 2026.
iShares Core MSCI Emerging Markets ETF was a new Chicago Wealth Management position in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up 2.77% of Chicago Wealth Management's portfolio in Q1 2026, its #15 holding.
Chicago Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 7 quarters since.
Chicago Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $16M in Q2 2021.
2,288 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.