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

Defined 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 		$6.1M Buy
87,434
+2,022
+2% +$146K 3.57% 4
2025
Q4 		$5.74M Sell
85,412
-104
-0.1% -$6.98K 3.31% 7
2025
Q3 		$5.64M Buy
85,516
+286
+0.3% +$17.8K 3.27% 7
2025
Q2 		$5.12M Buy
85,230
+5,558
+7% +$310K 3.17% 8
2025
Q1 		$4.3M Buy
79,672
+4,855
+6% +$261K 2.89% 9
2024
Q4 		$3.91M Sell
74,817
-924
-1% -$51.2K 2.59% 10
2024
Q3 		$4.35M Buy
75,741
+3,725
+5% +$202K 2.82% 9
2024
Q2 		$3.86M Buy
72,016
+30,225
+72% +$1.59M 2.68% 9
2024
Q1 		$2.16M Sell
41,791
-1,059
-2% -$53K 1.55% 19
2023
Q4 		$2.17M Sell
42,850
-10,196
-19% -$494K 1.66% 17
2023
Q3 		$2.52M Buy
53,046
+3,829
+8% +$189K 2.15% 15
2023
Q2 		$2.43M Buy
49,217
+836
+2% +$40.8K 2.05% 15
2023
Q1 		$2.36M Buy
48,381
+10,143
+27% +$498K 2.2% 17
2022
Q4 		$1.79M Buy
38,238
+4,105
+12% +$187K 1.68% 16
2022
Q3 		$1.47M Buy
34,133
+3,574
+12% +$171K 1.6% 17
2022
Q2 		$1.5M Sell
30,559
-274
-0.9% -$14.2K 1.54% 17
2022
Q1 		$1.71M Sell
30,833
-6,526
-17% -$377K 1.51% 19
2021
Q4 		$2.24M Sell
37,359
-2,623
-7% -$162K 1.83% 16
2021
Q3 		$2.47M Sell
39,982
-252
-0.6% -$16K 2.19% 13
2021
Q2 		$2.69M Sell
40,234
-12,522
-24% -$825K 2.4% 12
2021
Q1 		$3.4M Buy
52,756
+3,401
+7% +$224K 3.22% 9
2020
Q4 		$3.06M Buy
+49,355
New +$2.85M 3.02% 8

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

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

Defined Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.4% in Q1 2026, buying an estimated $146K and bringing the position to 87,434 shares worth $6.1M. The position accounts for 3.57% of the portfolio, ranked #4.

Defined Wealth Management first reported a position in IEMG in Q4 2020 and has held it in 22 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Defined Wealth Management held 87,434 shares of iShares Core MSCI Emerging Markets ETF worth $6.1M as of Q1 2026.
  • Defined Wealth Management bought 2,022 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $146K.
  • iShares Core MSCI Emerging Markets ETF made up 3.57% of Defined Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Defined Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.