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Denver PWM’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Denver PWM’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 		$341K Sell
4,112
-1,972
-32% -$142K 0.12% 72
2025
Q4 		$365K Hold
6,084
– – 0.12% 54
2025
Q3 		$365K Hold
6,084
– – 0.11% 56
2025
Q2 		$365K Sell
6,084
-684
-10% -$38.2K 0.11% 56
2025
Q1 		$365K Sell
6,768
-16
-0.2% -$861 0.13% 50
2024
Q4 		$354K Buy
6,784
+186
+3% +$10.3K 0.14% 42
2024
Q3 		$379K Buy
6,598
+120
+2% +$6.5K 0.14% 46
2024
Q2 		$347K Buy
+6,478
New +$342K 0.14% 47
2023
Q4 		– Sell
-15,765
Closed -$746K – 98
2023
Q3 		$746K Sell
15,765
-198
-1% -$9.8K 0.31% 53
2023
Q2 		$790K Sell
15,963
-114
-0.7% -$5.57K 0.33% 51
2023
Q1 		$787K Sell
16,077
-254
-2% -$12.5K 0.35% 51
2022
Q4 		$763K Buy
16,331
+10,531
+182% +$479K 0.36% 51
2022
Q3 		$254K Buy
+5,800
New +$278K 0.14% 77

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

Denver PWM's IEMG Position: Q1 2026 in Review

Denver PWM reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 32% in Q1 2026, selling an estimated $142K and leaving 4,112 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #72.

Denver PWM first reported a position in IEMG in Q3 2022 and has held it in 13 quarters since. The position peaked at $790K in Q2 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Denver PWM held 4,112 shares of iShares Core MSCI Emerging Markets ETF worth $341K as of Q1 2026.
  • Denver PWM sold 1,972 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $142K.
  • iShares Core MSCI Emerging Markets ETF made up 0.12% of Denver PWM's portfolio in Q1 2026, its #72 holding.
  • Denver PWM first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and has held it in 13 quarters since.
  • Denver PWM's iShares Core MSCI Emerging Markets ETF position peaked at $790K in Q2 2023.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.