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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.24M Buy
89,425
+4,386
+5% +$317K 3.94% 8
2025
Q4
$5.72M Buy
85,039
+104
+0.1% +$6.98K 3.91% 8
2025
Q3
$5.6M Sell
84,935
-570
-0.7% -$35.6K 4.07% 6
2025
Q2
$5.13M Sell
85,505
-8,056
-9% -$450K 3.65% 8
2025
Q1
$5.05M Buy
93,561
+3,822
+4% +$206K 3.58% 8
2024
Q4
$4.69M Buy
89,739
+3,237
+4% +$179K 3.51% 8
2024
Q3
$4.97M Buy
86,502
+1,145
+1% +$62K 3.69% 8
2024
Q2
$4.57M Buy
85,357
+6,756
+9% +$356K 3.71% 7
2024
Q1
$4.06M Buy
78,601
+7,990
+11% +$400K 3.53% 9
2023
Q4
$3.57M Buy
+70,611
New +$3.42M 3.27% 9

Other funds holding IEMG

Elevate Wealth Advisory's IEMG Position: Q1 2026 in Review

Elevate Wealth Advisory increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.2% in Q1 2026, buying an estimated $317K and bringing the position to 89,425 shares worth $6.24M. The position accounts for 3.94% of the portfolio, ranked #8.

Elevate Wealth Advisory first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Elevate Wealth Advisory held 89,425 shares of iShares Core MSCI Emerging Markets ETF worth $6.24M as of Q1 2026.
  • Elevate Wealth Advisory bought 4,386 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $317K.
  • iShares Core MSCI Emerging Markets ETF made up 3.94% of Elevate Wealth Advisory's portfolio in Q1 2026, its #8 holding.
  • Elevate Wealth Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.