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

Circle 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	$3.94M	Buy	56,534 +1,987	+4%	+$143K	0.06%	56
2025 Q4	$3.67M	Hold	54,547	–	–	0.06%	60
2025 Q3	$3.6M	Sell	54,547 -17,959	-25%	-$1.12M	0.07%	59
2025 Q2	$4.35M	Sell	72,506 -11,702	-14%	-$653K	0.09%	50
2025 Q1	$4.54M	Sell	84,208 -15,702	-16%	-$845K	0.1%	42
2024 Q4	$5.22M	Sell	99,910 -1,330	-1%	-$73.7K	0.11%	46
2024 Q3	$5.81M	Buy	101,240 +10,174	+11%	+$551K	0.13%	44
2024 Q2	$4.87M	Hold	91,066	–	–	0.11%	43
2024 Q1	$4.7M	Hold	91,066	–	–	0.12%	47
2023 Q4	$4.61M	Sell	91,066 -300,885	-77%	-$14.6M	0.12%	45
2023 Q3	$18.7M	Buy	+391,951	New	+$19.4M	0.46%	18

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

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

Circle Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.6% in Q1 2026, buying an estimated $143K and bringing the position to 56,534 shares worth $3.94M. The position accounts for 0.06% of the portfolio, ranked #56.

Circle Wealth Management first reported a position in IEMG in Q3 2023 and has held it in 11 quarters since. The position peaked at $18.7M in Q3 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Circle Wealth Management held 56,534 shares of iShares Core MSCI Emerging Markets ETF worth $3.94M as of Q1 2026.
Circle Wealth Management bought 1,987 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $143K.
iShares Core MSCI Emerging Markets ETF made up 0.06% of Circle Wealth Management's portfolio in Q1 2026, its #56 holding.
Circle Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 11 quarters since.
Circle Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $18.7M in Q3 2023.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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