EI
IEMG icon

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

Ellevest 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 		$2.57M Sell
36,828
-377
-1% -$27.2K 0.36% 40
2025
Q4 		$2.5M Buy
37,205
+2,883
+8% +$193K 0.35% 40
2025
Q3 		$2.26M Sell
34,322
-470
-1% -$29.3K 0.32% 40
2025
Q2 		$2.09M Sell
34,792
-15,354
-31% -$857K 0.33% 43
2025
Q1 		$2.71M Sell
50,146
-25,684
-34% -$1.38M 0.18% 43
2024
Q4 		$3.96M Sell
75,830
-26,108
-26% -$1.45M 0.23% 38
2024
Q3 		$5.85M Buy
101,938
+631
+0.6% +$34.2K 0.32% 31
2024
Q2 		$5.42M Buy
101,307
+1,006
+1% +$53K 0.33% 32
2024
Q1 		$5.18M Buy
100,301
+5,260
+6% +$263K 0.32% 32
2023
Q4 		$4.81M Buy
95,041
+16,363
+21% +$793K 0.33% 34
2023
Q3 		$3.74M Sell
78,678
-3,178
-4% -$157K 0.29% 35
2023
Q2 		$4.03M Buy
81,856
+1,110
+1% +$54.2K 0.3% 34
2023
Q1 		$3.94M Sell
80,746
-1,028
-1% -$50.4K 0.31% 33
2022
Q4 		$3.82M Buy
81,774
+24,961
+44% +$1.14M 0.32% 32
2022
Q3 		$2.44M Sell
56,813
-20,100
-26% -$963K 0.23% 33
2022
Q2 		$3.77M Buy
76,913
+22,497
+41% +$1.16M 0.35% 30
2022
Q1 		$3.02M Buy
54,416
+15,385
+39% +$889K 0.26% 33
2021
Q4 		$2.34M Buy
39,031
+9,398
+32% +$580K 0.21% 35
2021
Q3 		$1.83M Sell
29,633
-5,960
-17% -$379K 0.18% 38
2021
Q2 		$2.38M Buy
35,593
+7,883
+28% +$519K 0.24% 34
2021
Q1 		$1.78M Buy
27,710
+1,962
+8% +$129K 0.22% 37
2020
Q4 		$1.6M Buy
25,748
+235
+0.9% +$13.5K 0.23% 36
2020
Q3 		$1.35M Buy
25,513
+72
+0.3% +$3.77K 0.24% 35
2020
Q2 		$1.21M Buy
25,441
+22,639
+808% +$1.01M 0.26% 33
2020
Q1 		$113K Buy
2,802
+810
+41% +$39.8K 0.03% 127
2019
Q4 		$107K Hold
1,992
– – 0.03% 101
2019
Q3 		$98K Buy
1,992
+1,202
+152% +$59.6K 0.03% 78
2019
Q2 		$41K Buy
+790
New +$40.4K 0.02% 136
2019
Q1 		– Sell
-146
Closed -$7K – 345
2018
Q4 		$7K Buy
+146
New +$7.06K ﹤0.01% 403

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

Ellevest Inc's IEMG Position: Q1 2026 in Review

Ellevest Inc reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1% in Q1 2026, selling an estimated $27.2K and leaving 36,828 shares worth $2.57M. The position accounts for 0.36% of the portfolio, ranked #40.

Ellevest Inc first reported a position in IEMG in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.85M in Q3 2024. 2,288 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Ellevest Inc held 36,828 shares of iShares Core MSCI Emerging Markets ETF worth $2.57M as of Q1 2026.
  • Ellevest Inc sold 377 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $27.2K.
  • iShares Core MSCI Emerging Markets ETF made up 0.36% of Ellevest Inc's portfolio in Q1 2026, its #40 holding.
  • Ellevest Inc first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 29 quarters since.
  • Ellevest Inc's iShares Core MSCI Emerging Markets ETF position peaked at $5.85M in Q3 2024.
  • 2,288 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.