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

Concurrent Investment 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	$43.1M	Buy	618,497 +143,981	+30%	+$10.4M	0.47%	31
2025 Q4	$31.9M	Buy	474,516 +139,198	+42%	+$9.34M	0.36%	55
2025 Q3	$22.1M	Buy	335,318 +24,895	+8%	+$1.55M	0.38%	53
2025 Q2	$18.6M	Buy	310,423 +31,438	+11%	+$1.75M	0.36%	56
2025 Q1	$15.1M	Sell	278,985 -30,063	-10%	-$1.62M	0.37%	52
2024 Q4	$16.1M	Buy	309,048 +12,011	+4%	+$665K	0.43%	47
2024 Q3	$17.1M	Buy	297,037 +21,577	+8%	+$1.17M	0.5%	41
2024 Q2	$14.7M	Buy	275,460 +10,489	+4%	+$553K	0.48%	44
2024 Q1	$13.7M	Sell	264,971 -8,273	-3%	-$414K	0.55%	40
2023 Q4	$13.8M	Buy	+273,244	New	+$13.2M	0.65%	29

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

Concurrent Investment Advisors's IEMG Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 30% in Q1 2026, buying an estimated $10.4M and bringing the position to 618,497 shares worth $43.1M. The position accounts for 0.47% of the portfolio, ranked #31.

Concurrent Investment Advisors first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Concurrent Investment Advisors held 618,497 shares of iShares Core MSCI Emerging Markets ETF worth $43.1M as of Q1 2026.
Concurrent Investment Advisors bought 143,981 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $10.4M.
iShares Core MSCI Emerging Markets ETF made up 0.47% of Concurrent Investment Advisors's portfolio in Q1 2026, its #31 holding.
Concurrent Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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