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

Dakota 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	$213K	Sell	3,058 -464	-13%	-$33.5K	﹤0.01%	730
2025 Q4	$237K	Buy	3,522 +14	+0.4%	+$939	﹤0.01%	699
2025 Q3	$231K	Sell	3,508 -220	-6%	-$13.7K	﹤0.01%	598
2025 Q2	$224K	Sell	3,728 -1,007	-21%	-$56.2K	﹤0.01%	700
2025 Q1	$256K	Buy	4,735 +2	+0%	+$108	0.01%	660
2024 Q4	$247K	Sell	4,733 -499	-10%	-$27.6K	0.01%	669
2024 Q3	$300K	Sell	5,232 -334	-6%	-$18.1K	0.01%	592
2024 Q2	$298K	Sell	5,566 -954	-15%	-$50.3K	0.01%	583
2024 Q1	$336K	Sell	6,520 -576	-8%	-$28.8K	0.01%	567
2023 Q4	$359K	Buy	7,096 +1,196	+20%	+$57.9K	0.01%	474
2023 Q3	$281K	Buy	+5,900	New	+$292K	0.01%	504
2023 Q1	–	Sell	-7,407	Closed	-$346K	–	631
2022 Q4	$346K	Sell	7,407 -13,071	-64%	-$594K	0.02%	421
2022 Q3	$880K	Buy	20,478 +16,222	+381%	+$778K	0.07%	229
2022 Q2	$209K	Buy	+4,256	New	+$220K	0.02%	441

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

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

Dakota Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 13% in Q1 2026, selling an estimated $33.5K and leaving 3,058 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Dakota Wealth Management first reported a position in IEMG in Q2 2022 and has held it in 14 quarters since. The position peaked at $880K in Q3 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Dakota Wealth Management held 3,058 shares of iShares Core MSCI Emerging Markets ETF worth $213K as of Q1 2026.
Dakota Wealth Management sold 464 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $33.5K.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #730 holding.
Dakota Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 14 quarters since.
Dakota Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $880K in Q3 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.