D.L. Carlson Investment Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

D.L. Carlson Investment Group’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
2025 Q1	–	Sell	-62,334	Closed	-$3.26M	–	144
2024 Q4	$3.26M	Buy	62,334 +586	+0.9%	+$32.5K	0.58%	51
2024 Q3	$3.54M	Buy	61,748 +2,641	+4%	+$143K	0.64%	52
2024 Q2	$3.16M	Sell	59,107 -560	-0.9%	-$29.5K	0.61%	53
2024 Q1	$3.08M	Buy	59,667 +2,787	+5%	+$140K	0.6%	58
2023 Q4	$2.86M	Buy	56,880 +1,077	+2%	+$52.2K	0.58%	56
2023 Q3	$2.66M	Buy	55,803 +787	+1%	+$38.9K	0.54%	59
2023 Q2	$2.71M	Sell	55,016 -578	-1%	-$28.2K	0.52%	63
2023 Q1	$2.71M	Buy	+55,594	New	+$2.73M	0.62%	58

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.L. Carlson Investment Group's IEMG Position: Q1 2025 in Review

D.L. Carlson Investment Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 62,334 shares — an estimated $3.26M sold.

D.L. Carlson Investment Group first reported a position in IEMG in Q1 2023 and held it in 8 quarters. The position peaked at $3.54M in Q3 2024. 1,845 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

D.L. Carlson Investment Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
D.L. Carlson Investment Group sold 62,334 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $3.26M.
D.L. Carlson Investment Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and held it in 8 quarters.
D.L. Carlson Investment Group's iShares Core MSCI Emerging Markets ETF position peaked at $3.54M in Q3 2024.
1,845 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2025, filed 14 May 2025.