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

Element Wealth’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 		$4.54M Sell
65,116
-1,509
-2% -$109K 1.87% 9
2025
Q4 		$4.48M Buy
66,625
+1,994
+3% +$134K 1.85% 10
2025
Q3 		$4.26M Sell
64,631
-2,549
-4% -$159K 1.85% 10
2025
Q2 		$4.03M Buy
67,180
+1,119
+2% +$62.4K 1.86% 12
2025
Q1 		$3.57M Sell
66,061
-615
-0.9% -$33.1K 1.91% 11
2024
Q4 		$3.48M Buy
66,676
+391
+0.6% +$21.7K 1.82% 13
2024
Q3 		$3.81M Sell
66,285
-579
-0.9% -$31.3K 2.02% 11
2024
Q2 		$3.58M Buy
66,864
+11,356
+20% +$599K 2.01% 12
2024
Q1 		$2.86M Buy
55,508
+374
+0.7% +$18.7K 1.68% 15
2023
Q4 		$2.79M Sell
55,134
-630
-1% -$30.5K 1.75% 15
2023
Q3 		$2.65M Buy
55,764
+534
+1% +$26.4K 1.91% 12
2023
Q2 		$2.72M Sell
55,230
-1,620
-3% -$79.1K 1.9% 13
2023
Q1 		$2.77M Buy
56,850
+10
+0% +$491 2.07% 11
2022
Q4 		$2.65M Sell
56,840
-2,995
-5% -$136K 2.17% 12
2022
Q3 		$2.57M Buy
59,835
+1,358
+2% +$65.1K 2.37% 11
2022
Q2 		$2.87M Buy
58,477
+304
+0.5% +$15.7K 2.86% 9
2022
Q1 		$3.23M Sell
58,173
-32,230
-36% -$1.86M 2.6% 10
2021
Q4 		$5.41M Sell
90,403
-17,650
-16% -$1.09M 4.08% 8
2021
Q3 		$6.67M Buy
108,053
+5,329
+5% +$339K 5.32% 5
2021
Q2 		$6.88M Buy
102,724
+1,521
+2% +$100K 5.37% 4
2021
Q1 		$6.51M Buy
101,203
+49,079
+94% +$3.23M 5.41% 5
2020
Q4 		$3.23M Buy
52,124
+470
+0.9% +$27.1K 2.99% 10
2020
Q3 		$2.73M Buy
51,654
+1,721
+3% +$90.2K 2.91% 12
2020
Q2 		$2.38M Sell
49,933
-15,308
-23% -$683K 2.73% 14
2020
Q1 		$2.64M Sell
65,241
-21,092
-24% -$1.04M 3.65% 7
2019
Q4 		$4.64M Buy
+86,333
New +$4.45M 4.75% 6

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

Element Wealth's IEMG Position: Q1 2026 in Review

Element Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.3% in Q1 2026, selling an estimated $109K and leaving 65,116 shares worth $4.54M. The position accounts for 1.87% of the portfolio, ranked #9.

Element Wealth first reported a position in IEMG in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.88M in Q2 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Element Wealth held 65,116 shares of iShares Core MSCI Emerging Markets ETF worth $4.54M as of Q1 2026.
  • Element Wealth sold 1,509 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $109K.
  • iShares Core MSCI Emerging Markets ETF made up 1.87% of Element Wealth's portfolio in Q1 2026, its #9 holding.
  • Element Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $6.88M in Q2 2021.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.