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 Q3	$2.79M	Sell	34,461 -1,924	-5%	-$155K	0.33%	45
2026 Q2	$3.01M	Sell	36,385 -443	-1%	-$35.3K	0.36%	41
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%	+$3.78K	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ellevest Inc's IEMG Position: Q3 2026 in Review

Ellevest Inc reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.3% in Q3 2026, selling an estimated $155K and leaving 34,461 shares worth $2.79M. The position accounts for 0.33% of the portfolio, ranked #45.

Ellevest Inc first reported a position in IEMG in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.85M in Q3 2024. 2,043 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Ellevest Inc held 34,461 shares of iShares Core MSCI Emerging Markets ETF worth $2.79M as of Q3 2026.
Ellevest Inc sold 1,924 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $155K.
iShares Core MSCI Emerging Markets ETF made up 0.33% of Ellevest Inc's portfolio in Q3 2026, its #45 holding.
Ellevest Inc first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
Ellevest Inc's iShares Core MSCI Emerging Markets ETF position peaked at $5.85M in Q3 2024.
2,043 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.