Duncan Williams Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Duncan Williams Asset 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	$276K	Sell	3,954 -20	-0.5%	-$1.44K	0.08%	127
2025 Q4	$287K	Buy	3,974 +9	+0.2%	+$604	0.07%	138
2025 Q3	$261K	Sell	3,965 -340	-8%	-$21.2K	0.07%	147
2025 Q2	$258K	Buy	4,305 +198	+5%	+$11K	0.08%	133
2025 Q1	$222K	Sell	4,107 -35	-0.8%	-$1.88K	0.08%	130
2024 Q4	$216K	Sell	4,142 -40	-1%	-$2.21K	0.09%	133
2024 Q3	$240K	Buy	+4,182	New	+$226K	0.13%	110

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

Duncan Williams Asset Management's IEMG Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.5% in Q1 2026, selling an estimated $1.44K and leaving 3,954 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #127.

Duncan Williams Asset Management first reported a position in IEMG in Q3 2024 and has held it in 7 quarters since. The position peaked at $287K in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Duncan Williams Asset Management held 3,954 shares of iShares Core MSCI Emerging Markets ETF worth $276K as of Q1 2026.
Duncan Williams Asset Management sold 20 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.44K.
iShares Core MSCI Emerging Markets ETF made up 0.08% of Duncan Williams Asset Management's portfolio in Q1 2026, its #127 holding.
Duncan Williams Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2024 and has held it in 7 quarters since.
Duncan Williams Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $287K in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.