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

EPG 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 		$4.2M Buy
60,246
+99
+0.2% +$7.14K 1.14% 21
2025
Q4 		$4.04M Buy
60,147
+40
+0.1% +$2.68K 1.09% 22
2025
Q3 		$3.96M Sell
60,107
-4,460
-7% -$278K 1.09% 21
2025
Q2 		$3.88M Buy
64,567
+264
+0.4% +$14.7K 1.16% 18
2025
Q1 		$3.47M Buy
64,303
+1,517
+2% +$81.7K 0.97% 21
2024
Q4 		$3.28M Sell
62,786
-5,108
-8% -$283K 0.86% 23
2024
Q3 		$3.9M Buy
+67,894
New +$3.68M 0.98% 20
2024
Q2 		– Sell
-73,339
Closed -$3.87M – 19
2024
Q1 		$3.78M Sell
73,339
-208
-0.3% -$10.4K 0.93% 19
2023
Q4 		$3.62M Buy
73,547
+14,103
+24% +$683K 0.95% 19
2023
Q3 		$2.83M Buy
59,444
+1,217
+2% +$60.2K 0.85% 21
2023
Q2 		$2.87M Sell
58,227
-448
-0.8% -$21.9K 0.85% 22
2023
Q1 		$2.86M Buy
58,675
+233
+0.4% +$11.4K 0.9% 20
2022
Q4 		$2.73M Buy
58,442
+2,003
+4% +$91.1K 1.04% 20
2022
Q3 		$2.43M Buy
56,439
+8,039
+17% +$385K 1% 18
2022
Q2 		$2.37M Sell
48,400
-890
-2% -$46K 1.01% 17
2022
Q1 		$2.74M Buy
49,290
+4,394
+10% +$254K 0.95% 21
2021
Q4 		$2.69M Buy
44,896
+1,861
+4% +$115K 0.95% 22
2021
Q3 		$2.66M Buy
43,035
+1,448
+3% +$92.2K 1.07% 19
2021
Q2 		$2.79M Buy
41,587
+1,746
+4% +$115K 1.18% 20
2021
Q1 		$2.56M Buy
39,841
+34,121
+597% +$2.24M 1.25% 18
2020
Q4 		$355K Buy
+5,720
New +$330K 0.21% 98
2020
Q2 		– Sell
-1,257
Closed -$51K – 425
2020
Q1 		$51K Buy
1,257
+323
+35% +$15.9K 0.04% 276
2019
Q4 		$50K Buy
+934
New +$48.1K 0.04% 236

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

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

EPG Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.16% in Q1 2026, buying an estimated $7.14K and bringing the position to 60,246 shares worth $4.2M. The position accounts for 1.14% of the portfolio, ranked #21.

EPG Wealth Management first reported a position in IEMG in Q4 2019 and has held it in 23 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • EPG Wealth Management held 60,246 shares of iShares Core MSCI Emerging Markets ETF worth $4.2M as of Q1 2026.
  • EPG Wealth Management bought 99 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $7.14K.
  • iShares Core MSCI Emerging Markets ETF made up 1.14% of EPG Wealth Management's portfolio in Q1 2026, its #21 holding.
  • EPG Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 23 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.