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Concord Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Concord Wealth Partners’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 		– Sell
-1,415
Closed -$95.1K – 471
2025
Q4 		$95.1K Buy
1,415
+15
+1% +$1.01K 0.01% 260
2025
Q3 		$92.3K Hold
1,400
– – 0.01% 262
2025
Q2 		$84K Sell
1,400
-106
-7% -$5.92K 0.01% 286
2025
Q1 		$81.3K Hold
1,506
– – 0.01% 265
2024
Q4 		$78.7K Buy
1,506
+18
+1% +$997 0.01% 275
2024
Q3 		$85.4K Sell
1,488
-45
-3% -$2.44K 0.01% 271
2024
Q2 		$82.1K Sell
1,533
-803
-34% -$42.3K 0.01% 256
2024
Q1 		$121K Buy
2,336
+9
+0.4% +$451 0.02% 253
2023
Q4 		$118K Sell
2,327
-521
-18% -$25.2K 0.02% 261
2023
Q3 		$136K Sell
2,848
-293
-9% -$14.5K 0.03% 244
2023
Q2 		$155K Sell
3,141
-39
-1% -$1.91K 0.03% 219
2023
Q1 		$155K Sell
3,180
-164
-5% -$8.04K 0.04% 195
2022
Q4 		$156K Buy
+3,344
New +$152K 0.05% 187
2022
Q3 		– Sell
-3,320
Closed -$163K – 605
2022
Q2 		$163K Sell
3,320
-1,251
-27% -$64.6K 0.04% 187
2022
Q1 		$254K Sell
4,571
-1,452
-24% -$83.9K 0.07% 153
2021
Q4 		$361K Buy
6,023
+4,979
+477% +$307K 0.09% 121
2021
Q3 		$64K Sell
1,044
-1,124
-52% -$71.6K 0.03% 179
2021
Q2 		$145K Sell
2,168
-1,437
-40% -$94.7K 0.04% 177
2021
Q1 		$232K Buy
3,605
+2,770
+332% +$182K 0.08% 112
2020
Q4 		$52K Buy
+835
New +$48.1K 0.04% 203

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concord Wealth Partners's IEMG Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026, closing a stake of 1,415 shares — an estimated $95.1K sold.

Concord Wealth Partners first reported a position in IEMG in Q4 2020 and held it in 20 quarters. The position peaked at $361K in Q4 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Concord Wealth Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 1,415 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $95.1K.
  • Concord Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $361K in Q4 2021.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.