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Diversified Portfolios Inc’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Diversified Portfolios Inc’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 		$3.14M Sell
44,955
-1,500
-3% -$108K 0.26% 56
2025
Q4 		$3.12M Buy
46,455
+3,915
+9% +$263K 0.26% 58
2025
Q3 		$2.8M Sell
42,540
-430
-1% -$26.8K 0.25% 57
2025
Q2 		$2.58M Buy
42,970
+13,176
+44% +$735K 0.25% 57
2025
Q1 		$1.61M Buy
29,794
+2,154
+8% +$116K 0.17% 66
2024
Q4 		$1.44M Buy
27,640
+1,207
+5% +$66.8K 0.16% 69
2024
Q3 		$1.52M Buy
26,433
+2,329
+10% +$126K 0.17% 66
2024
Q2 		$1.29M Buy
24,104
+330
+1% +$17.4K 0.17% 65
2024
Q1 		$1.23M Buy
23,774
+316
+1% +$15.8K 0.17% 61
2023
Q4 		$1.19M Buy
23,458
+1,030
+5% +$49.9K 0.19% 59
2023
Q3 		$1.07M Sell
22,428
-1,085
-5% -$53.7K 0.2% 58
2023
Q2 		$1.16M Buy
23,513
+1,464
+7% +$71.5K 0.23% 56
2023
Q1 		$1.08M Buy
22,049
+1,625
+8% +$79.7K 0.24% 59
2022
Q4 		$954K Buy
20,424
+11,496
+129% +$523K 0.22% 64
2022
Q3 		$384K Sell
8,928
-1,225
-12% -$58.7K 0.1% 95
2022
Q2 		$498K Buy
10,153
+4,666
+85% +$241K 0.14% 73
2022
Q1 		$305K Buy
+5,487
New +$317K 0.07% 110

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

Diversified Portfolios Inc's IEMG Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.2% in Q1 2026, selling an estimated $108K and leaving 44,955 shares worth $3.14M. The position accounts for 0.26% of the portfolio, ranked #56.

Diversified Portfolios Inc first reported a position in IEMG in Q1 2022 and has held it in 17 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Diversified Portfolios Inc held 44,955 shares of iShares Core MSCI Emerging Markets ETF worth $3.14M as of Q1 2026.
  • Diversified Portfolios Inc sold 1,500 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $108K.
  • iShares Core MSCI Emerging Markets ETF made up 0.26% of Diversified Portfolios Inc's portfolio in Q1 2026, its #56 holding.
  • Diversified Portfolios Inc first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.