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

CreativeOne Wealth’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 		$4.2M Sell
60,147
-2,476
-4% -$179K 0.1% 196
2025
Q4 		$4.21M Buy
62,623
+274
+0.4% +$18.4K 0.1% 179
2025
Q3 		$4.11M Buy
62,349
+3,386
+6% +$211K 0.1% 188
2025
Q2 		$3.54M Buy
58,963
+8,592
+17% +$479K 0.09% 205
2025
Q1 		$2.72M Buy
50,371
+11,538
+30% +$621K 0.08% 239
2024
Q4 		$2.03M Buy
38,833
+4,071
+12% +$225K 0.06% 291
2024
Q3 		$2M Buy
34,762
+8,780
+34% +$475K 0.07% 263
2024
Q2 		$1.39M Sell
25,982
-23,783
-48% -$1.25M 0.07% 252
2024
Q1 		$2.57M Sell
49,765
-44,883
-47% -$2.25M 0.1% 182
2023
Q4 		$4.79M Sell
94,648
-96,004
-50% -$4.65M 0.31% 77
2023
Q3 		$9.07M Sell
190,652
-206,217
-52% -$10.2M 0.65% 33
2023
Q2 		$19.6M Buy
396,869
+24,488
+7% +$1.2M 0.91% 21
2023
Q1 		$18.2M Buy
372,381
+355,403
+2,093% +$17.4M 0.9% 21
2022
Q4 		$793K Buy
16,978
+4,887
+40% +$222K 0.04% 329
2022
Q3 		$520K Sell
12,091
-1,934
-14% -$92.7K 0.03% 393
2022
Q2 		$688K Sell
14,025
-20,733
-60% -$1.07M 0.04% 327
2022
Q1 		$1.93M Buy
34,758
+8,495
+32% +$491K 0.1% 167
2021
Q4 		$1.57M Sell
26,263
-641
-2% -$39.6K 0.08% 217
2021
Q3 		$1.66M Sell
26,904
-5,204
-16% -$331K 0.1% 178
2021
Q2 		$2.15M Buy
32,108
+26,665
+490% +$1.76M 0.13% 145
2021
Q1 		$351K Buy
5,443
+735
+16% +$48.4K 0.03% 411
2020
Q4 		$292K Buy
4,708
+260
+6% +$15K 0.02% 377
2020
Q3 		$235K Buy
+4,448
New +$233K 0.03% 239
2020
Q1 		– Sell
-3,952
Closed -$212K – 211
2019
Q4 		$212K Buy
+3,952
New +$204K 0.04% 209

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

CreativeOne Wealth's IEMG Position: Q1 2026 in Review

CreativeOne Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4% in Q1 2026, selling an estimated $179K and leaving 60,147 shares worth $4.2M. The position accounts for 0.1% of the portfolio, ranked #196.

CreativeOne Wealth first reported a position in IEMG in Q4 2019 and has held it in 24 quarters since. The position peaked at $19.6M in Q2 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • CreativeOne Wealth held 60,147 shares of iShares Core MSCI Emerging Markets ETF worth $4.2M as of Q1 2026.
  • CreativeOne Wealth sold 2,476 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $179K.
  • iShares Core MSCI Emerging Markets ETF made up 0.1% of CreativeOne Wealth's portfolio in Q1 2026, its #196 holding.
  • CreativeOne Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 24 quarters since.
  • CreativeOne Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $19.6M in Q2 2023.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.