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

Collaborative 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	$343K	Sell	4,914 -1,868	-28%	-$135K	0.16%	107
2025 Q4	$456K	Buy	6,782 +309	+5%	+$20.7K	0.16%	121
2025 Q3	$427K	Buy	6,473 +1,747	+37%	+$109K	0.17%	115
2025 Q2	$284K	Buy	4,726 +54	+1%	+$3.01K	0.12%	139
2025 Q1	$252K	Sell	4,672 -745	-14%	-$40.1K	0.12%	139
2024 Q4	$283K	Sell	5,417 -97	-2%	-$5.37K	0.13%	135
2024 Q3	$317K	Sell	5,514 -97	-2%	-$5.25K	0.14%	123
2024 Q2	$300K	Buy	5,611 +61	+1%	+$3.22K	0.15%	122
2024 Q1	$286K	Sell	5,550 -213	-4%	-$10.7K	0.14%	128
2023 Q4	$292K	Sell	5,763 -97	-2%	-$4.7K	0.16%	121
2023 Q3	$279K	Sell	5,860 -281	-5%	-$13.9K	0.17%	125
2023 Q2	$303K	Sell	6,141 -168	-3%	-$8.21K	0.18%	124
2023 Q1	$308K	Sell	6,309 -1,170	-16%	-$57.4K	0.19%	121
2022 Q4	$349K	Sell	7,479 -685	-8%	-$31.2K	0.23%	114
2022 Q3	$351K	Sell	8,164 -610	-7%	-$29.2K	0.25%	105
2022 Q2	$430K	Buy	+8,774	New	+$453K	0.28%	100
2021 Q4	$745K	Buy	+12,446	New	+$768K	0.41%	78
2021 Q1	$622K	Buy	+11,206	New	+$737K	0.36%	93

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

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

Collaborative Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 28% in Q1 2026, selling an estimated $135K and leaving 4,914 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #107.

Collaborative Wealth Management first reported a position in IEMG in Q1 2021 and has held it in 18 quarters since. The position peaked at $745K in Q4 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Collaborative Wealth Management held 4,914 shares of iShares Core MSCI Emerging Markets ETF worth $343K as of Q1 2026.
Collaborative Wealth Management sold 1,868 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $135K.
iShares Core MSCI Emerging Markets ETF made up 0.16% of Collaborative Wealth Management's portfolio in Q1 2026, its #107 holding.
Collaborative Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 18 quarters since.
Collaborative Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $745K in Q4 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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