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

Evoke Wealth’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 		$669K Sell
9,591
-2,149
-18% -$155K 0.01% 351
2025
Q4 		$789K Sell
11,740
-2,653
-18% -$178K 0.01% 305
2025
Q3 		$949K Buy
14,393
+6,815
+90% +$425K 0.02% 258
2025
Q2 		$455K Buy
+7,578
New +$423K 0.01% 366
2022
Q4 		– Sell
-4,075
Closed -$175K – 728
2022
Q3 		$175K Buy
4,075
+437
+12% +$20.9K 0.01% 341
2022
Q2 		$178K Buy
3,638
+1,581
+77% +$81.7K 0.01% 326
2022
Q1 		$114K Sell
2,057
-739
-26% -$42.7K ﹤0.01% 417
2021
Q4 		$167K Buy
2,796
+373
+15% +$23K 0.01% 383
2021
Q3 		$149K Hold
2,423
– – 0.01% 372
2021
Q2 		$162K Buy
2,423
+869
+56% +$57.3K 0.01% 384
2021
Q1 		$100K Buy
1,554
+144
+10% +$9.47K ﹤0.01% 376
2020
Q4 		$87K Hold
1,410
– – 0.01% 315
2020
Q3 		$74K Hold
1,410
– – 0.01% 316
2020
Q2 		$67K Buy
1,410
+1,051
+293% +$46.9K 0.01% 316
2020
Q1 		$14.5K Buy
+359
New +$17.6K ﹤0.01% 473
2019
Q4 		– Sell
-401
Closed -$19.7K – 1329
2019
Q3 		$19.7K Buy
+401
New +$19.9K ﹤0.01% 664

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

Evoke Wealth's IEMG Position: Q1 2026 in Review

Evoke Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q1 2026, selling an estimated $155K and leaving 9,591 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #351.

Evoke Wealth first reported a position in IEMG in Q3 2019 and has held it in 16 quarters since. The position peaked at $949K in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Evoke Wealth held 9,591 shares of iShares Core MSCI Emerging Markets ETF worth $669K as of Q1 2026.
  • Evoke Wealth sold 2,149 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $155K.
  • iShares Core MSCI Emerging Markets ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #351 holding.
  • Evoke Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 16 quarters since.
  • Evoke Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $949K in Q3 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.