Evelyn Partners Asset Management’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
$33.3K Buy
+477
New +$34.4K 0.01% 197
2025
Q2
Sell
-238
Closed -$12.8K 243
2025
Q1
$12.8K Sell
238
-475
-67% -$25.6K ﹤0.01% 196
2024
Q4
$37.2K Buy
+713
New +$39.5K 0.01% 148

Other funds holding IEMG

Evelyn Partners Asset Management's IEMG Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026: 477 shares worth $33.3K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings. This is a return to the name: Evelyn Partners Asset Management previously reported a position in IEMG as recently as Q1 2025.

Evelyn Partners Asset Management first reported a position in IEMG in Q4 2024 and has held it in 3 quarters since. The position peaked at $37.2K in Q4 2024. 2,297 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Evelyn Partners Asset Management held 477 shares of iShares Core MSCI Emerging Markets ETF worth $33.3K as of Q1 2026.
  • iShares Core MSCI Emerging Markets ETF was a new Evelyn Partners Asset Management position in Q1 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #197 holding.
  • Evelyn Partners Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $37.2K in Q4 2024.
  • 2,297 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.