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

Connecticut 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	$142M	Buy	2,042,072 +1,290,206	+172%	+$93.1M	5.97%	5
2025 Q4	$50.5M	Buy	751,866 +39,292	+6%	+$2.64M	2.2%	10
2025 Q3	$47M	Sell	712,574 -38,018	-5%	-$2.37M	2.08%	10
2025 Q2	$45.1M	Buy	750,592 +168,627	+29%	+$9.41M	2.15%	10
2025 Q1	$31.4M	Sell	581,965 -19,585	-3%	-$1.05M	1.64%	14
2024 Q4	$31.4M	Buy	601,550 +58,628	+11%	+$3.25M	1.54%	13
2024 Q3	$31.2M	Sell	542,922 -5,493	-1%	-$297K	1.51%	14
2024 Q2	$29.4M	Sell	548,415 -31,755	-5%	-$1.67M	1.52%	15
2024 Q1	$29.9M	Buy	580,170 +6,648	+1%	+$333K	1.59%	14
2023 Q4	$29M	Buy	573,522 +114,962	+25%	+$5.57M	1.67%	14
2023 Q3	$21.8M	Buy	458,560 +87,651	+24%	+$4.34M	1.49%	15
2023 Q2	$18.3M	Sell	370,909 -8,613	-2%	-$421K	1.27%	18
2023 Q1	$18.5M	Sell	379,522 -34,767	-8%	-$1.71M	1.4%	18
2022 Q4	$19.3M	Buy	414,289 +249,171	+151%	+$11.3M	1.64%	17
2022 Q3	$7.1M	Buy	165,118 +110,742	+204%	+$5.31M	0.66%	27
2022 Q2	$2.67M	Sell	54,376 -99,112	-65%	-$5.12M	0.23%	53
2022 Q1	$8.53M	Sell	153,488 -23,592	-13%	-$1.36M	0.65%	28
2021 Q4	$10.6M	Buy	177,080 +136,593	+337%	+$8.43M	0.82%	24
2021 Q3	$2.5M	Buy	40,487 +12,464	+44%	+$793K	0.22%	54
2021 Q2	$1.88M	Buy	+28,023	New	+$1.85M	0.17%	59
2021 Q1	–	Sell	-736,856	Closed	-$50.8M	–	186
2020 Q4	$50.8M	Buy	736,856 +719,336	+4,106%	+$41.5M	5.39%	2
2020 Q3	$925K	Sell	17,520 -601,765	-97%	-$31.5M	0.1%	85
2020 Q2	$35.2M	Buy	619,285 +595,063	+2,457%	+$26.6M	4.37%	3
2020 Q1	$980K	Sell	24,222 -810	-3%	-$39.8K	0.15%	70
2019 Q4	$1.35M	Sell	25,032 -3,018	-11%	-$156K	0.15%	69
2019 Q3	$1.38M	Sell	28,050 -263	-0.9%	-$13K	0.17%	68
2019 Q2	$1.46M	Buy	28,313 +3,002	+12%	+$153K	0.18%	63
2019 Q1	$1.31M	Sell	25,311 -167,241	-87%	-$8.47M	0.45%	22
2018 Q4	$9.08M	Buy	+192,552	New	+$9.31M	3.95%	6
2017 Q1	–	Sell	-14,483	Closed	-$640K	–	63
2016 Q4	$640K	Buy	+14,483	New	+$635K	0.41%	30

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

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

Connecticut Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 172% in Q1 2026, buying an estimated $93.1M and bringing the position to 2,042,072 shares worth $142M. The position accounts for 5.97% of the portfolio, ranked #5.

Connecticut Wealth Management first reported a position in IEMG in Q4 2016 and has held it in 30 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Connecticut Wealth Management held 2,042,072 shares of iShares Core MSCI Emerging Markets ETF worth $142M as of Q1 2026.
Connecticut Wealth Management bought 1,290,206 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $93.1M.
iShares Core MSCI Emerging Markets ETF made up 5.97% of Connecticut Wealth Management's portfolio in Q1 2026, its #5 holding.
Connecticut Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 30 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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