EWM
IEMG icon

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

Evermay 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 		$14.4M Buy
206,596
+9,706
+5% +$701K 1.6% 13
2025
Q4 		$13.2M Buy
196,890
+45,967
+30% +$3.08M 1.49% 13
2025
Q3 		$9.95M Buy
150,923
+136,578
+952% +$8.52M 1.14% 17
2025
Q2 		$861K Sell
14,345
-6,894
-32% -$385K 0.11% 93
2025
Q1 		$1.15M Sell
21,239
-16
-0.1% -$861 0.15% 70
2024
Q4 		$1.11M Buy
21,255
+1,055
+5% +$58.4K 0.17% 73
2024
Q3 		$1.16M Sell
20,200
-1,799
-8% -$97.4K 0.19% 72
2024
Q2 		$1.18M Sell
21,999
-1,063
-5% -$56K 0.19% 69
2024
Q1 		$1.19M Sell
23,062
-45
-0.2% -$2.25K 0.18% 70
2023
Q4 		$1.17M Sell
23,107
-478
-2% -$23.2K 0.22% 49
2023
Q3 		$1.12M Buy
23,585
+435
+2% +$21.5K 0.23% 52
2023
Q2 		$1.14M Buy
23,150
+1,125
+5% +$54.9K 0.22% 48
2023
Q1 		$1.07M Sell
22,025
-5,459
-20% -$268K 0.22% 50
2022
Q4 		$1.28M Sell
27,484
-2,127
-7% -$96.7K 0.26% 44
2022
Q3 		$1.27M Sell
29,611
-7,669
-21% -$368K 0.25% 41
2022
Q2 		$1.83M Buy
37,280
+25,420
+214% +$1.31M 0.36% 32
2022
Q1 		$659K Buy
11,860
+863
+8% +$49.9K 0.11% 89
2021
Q4 		$658K Buy
10,997
+4,455
+68% +$275K 0.12% 69
2021
Q3 		$404K Buy
6,542
+5,680
+659% +$362K 0.08% 102
2021
Q2 		$58K Buy
+862
New +$56.8K 0.01% 269
2019
Q2 		– Sell
-4,008
Closed -$207K – 150
2019
Q1 		$207K Buy
+4,008
New +$203K 0.06% 143

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

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

Evermay Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.9% in Q1 2026, buying an estimated $701K and bringing the position to 206,596 shares worth $14.4M. The position accounts for 1.6% of the portfolio, ranked #13.

Evermay Wealth Management first reported a position in IEMG in Q1 2019 and has held it in 21 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Evermay Wealth Management held 206,596 shares of iShares Core MSCI Emerging Markets ETF worth $14.4M as of Q1 2026.
  • Evermay Wealth Management bought 9,706 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $701K.
  • iShares Core MSCI Emerging Markets ETF made up 1.6% of Evermay Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Evermay Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 21 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.