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

Endowment Wealth 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	$3.43M	Buy	49,140 +5,458	+12%	+$394K	1.52%	18
2025 Q4	$2.94M	Sell	43,682 -16,328	-27%	-$1.1M	1.35%	22
2025 Q3	$3.96M	Buy	60,010 +1,235	+2%	+$77K	1.8%	13
2025 Q2	$3.53M	Sell	58,775 -802	-1%	-$44.8K	1.82%	11
2025 Q1	$3.22M	Sell	59,577 -17,352	-23%	-$934K	2.07%	10
2024 Q4	$4.02M	Sell	76,929 -1,761	-2%	-$97.5K	2.7%	7
2024 Q3	$4.52M	Buy	78,690 +11,781	+18%	+$638K	2.97%	6
2024 Q2	$3.58M	Buy	66,909 +7,345	+12%	+$387K	2.61%	9
2024 Q1	$3.07M	Buy	59,564 +2,530	+4%	+$127K	2.3%	10
2023 Q4	$2.88M	Buy	57,034 +2,265	+4%	+$110K	2.4%	9
2023 Q3	$2.61M	Buy	54,769 +3,696	+7%	+$183K	2.34%	9
2023 Q2	$2.52M	Buy	51,073 +1,139	+2%	+$55.6K	2.31%	10
2023 Q1	$2.43M	Sell	49,934 -2,361	-5%	-$116K	2.44%	8
2022 Q4	$2.44M	Buy	52,295 +6,644	+15%	+$302K	2.69%	8
2022 Q3	$1.96M	Sell	45,651 -108	-0.2%	-$5.18K	2.38%	8
2022 Q2	$2.25M	Buy	45,759 +7,287	+19%	+$377K	2.7%	8
2022 Q1	$2.14M	Buy	38,472 +797	+2%	+$46K	2.25%	9
2021 Q4	$2.25M	Buy	+37,675	New	+$2.32M	2.28%	10

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

Endowment Wealth Management's IEMG Position: Q1 2026 in Review

Endowment Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q1 2026, buying an estimated $394K and bringing the position to 49,140 shares worth $3.43M. The position accounts for 1.52% of the portfolio, ranked #18.

Endowment Wealth Management first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.52M in Q3 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Endowment Wealth Management held 49,140 shares of iShares Core MSCI Emerging Markets ETF worth $3.43M as of Q1 2026.
Endowment Wealth Management bought 5,458 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $394K.
iShares Core MSCI Emerging Markets ETF made up 1.52% of Endowment Wealth Management's portfolio in Q1 2026, its #18 holding.
Endowment Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
Endowment Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $4.52M in Q3 2024.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.