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

Copia 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 		$61.3K Buy
879
+203
+30% +$14.7K 0.04% 184
2025
Q4 		$45.4K Buy
676
+83
+14% +$5.57K 0.03% 209
2025
Q3 		$39.1K Hold
593
– – 0.03% 208
2025
Q2 		$35.6K Hold
593
– – 0.03% 189
2025
Q1 		$32K Sell
593
-445
-43% -$24K 0.03% 188
2024
Q4 		$54.2K Buy
+1,038
New +$57.5K 0.05% 136

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

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

Copia Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 30% in Q1 2026, buying an estimated $14.7K and bringing the position to 879 shares worth $61.3K. The position accounts for 0.04% of the portfolio, ranked #184.

Copia Wealth Management first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Copia Wealth Management held 879 shares of iShares Core MSCI Emerging Markets ETF worth $61.3K as of Q1 2026.
  • Copia Wealth Management bought 203 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $14.7K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of Copia Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Copia Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.