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Evelyn Partners Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Evelyn Partners Investment 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 		$335K Buy
4,808
+500
+12% +$36.1K 0.01% 177
2025
Q4 		$290K Buy
4,308
+1,658
+63% +$111K 0.01% 184
2025
Q3 		$175K Sell
2,650
-100
-4% -$6.24K 0.01% 208
2025
Q2 		$165K Hold
2,750
– – 0.01% 208
2025
Q1 		$148K Hold
2,750
– – ﹤0.01% 211
2024
Q4 		$144K Buy
+2,750
New +$152K ﹤0.01% 214

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

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

Evelyn Partners Investment Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q1 2026, buying an estimated $36.1K and bringing the position to 4,808 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #177.

Evelyn Partners Investment Management first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. 2,288 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Evelyn Partners Investment Management held 4,808 shares of iShares Core MSCI Emerging Markets ETF worth $335K as of Q1 2026.
  • Evelyn Partners Investment Management bought 500 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $36.1K.
  • iShares Core MSCI Emerging Markets ETF made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #177 holding.
  • Evelyn Partners Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,288 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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