Claro Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Claro Advisors’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	$7.54M	Sell	108,153 -58,406	-35%	-$4.22M	0.91%	24
2025 Q4	$11.2M	Buy	166,559 +49,669	+42%	+$3.33M	1.53%	15
2025 Q3	$7.71M	Buy	116,890 +81,760	+233%	+$5.1M	1.12%	19
2025 Q2	$2.11M	Buy	35,130 +4,396	+14%	+$245K	0.35%	64
2025 Q1	$1.66M	Sell	30,734 -1,889	-6%	-$102K	0.22%	82
2024 Q4	$1.7M	Buy	32,623 +2,065	+7%	+$114K	0.23%	82
2024 Q3	$1.75M	Buy	30,558 +316	+1%	+$17.1K	0.23%	88
2024 Q2	$1.62M	Buy	30,242 +3,581	+13%	+$189K	0.25%	80
2024 Q1	$1.38M	Buy	26,661 +1,510	+6%	+$75.6K	0.24%	88
2023 Q4	$1.27M	Buy	25,151 +525	+2%	+$25.4K	0.28%	76
2023 Q3	$1.17M	Sell	24,626 -1,583	-6%	-$78.3K	0.29%	77
2023 Q2	$1.29M	Buy	26,209 +1,920	+8%	+$93.8K	0.32%	69
2023 Q1	$1.19M	Buy	24,289 +3,996	+20%	+$196K	0.35%	64
2022 Q4	$948K	Buy	20,293 +5,314	+35%	+$242K	0.31%	84
2022 Q3	$735K	Hold	14,979	–	–	0.29%	81
2022 Q2	$735K	Sell	14,979 -370	-2%	-$19.1K	0.29%	81
2022 Q1	$919K	Hold	15,349	–	–	0.33%	75
2021 Q4	$919K	Buy	15,349 +8,014	+109%	+$494K	0.33%	75
2021 Q3	$453K	Buy	+7,335	New	+$467K	0.19%	143
2019 Q1	–	Sell	-2,531	Closed	-$131K	–	520
2018 Q4	$131K	Buy	+2,531	New	+$122K	0.1%	182

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

Claro Advisors's IEMG Position: Q1 2026 in Review

Claro Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 35% in Q1 2026, selling an estimated $4.22M and leaving 108,153 shares worth $7.54M. The position accounts for 0.91% of the portfolio, ranked #24.

Claro Advisors first reported a position in IEMG in Q4 2018 and has held it in 20 quarters since. The position peaked at $11.2M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Claro Advisors held 108,153 shares of iShares Core MSCI Emerging Markets ETF worth $7.54M as of Q1 2026.
Claro Advisors sold 58,406 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.22M.
iShares Core MSCI Emerging Markets ETF made up 0.91% of Claro Advisors's portfolio in Q1 2026, its #24 holding.
Claro Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 20 quarters since.
Claro Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $11.2M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.