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

Evolution Wealth Advisors’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	$6.13M	Buy	87,873 +2,674	+3%	+$193K	0.62%	25
2025 Q4	$5.73M	Buy	85,199 +17,130	+25%	+$1.15M	0.58%	27
2025 Q3	$4.49M	Buy	68,069 +3,392	+5%	+$212K	0.6%	32
2025 Q2	$3.88M	Buy	64,677 +312	+0.5%	+$17.4K	0.57%	33
2025 Q1	$3.47M	Sell	64,365 -172	-0.3%	-$9.26K	0.58%	33
2024 Q4	$3.37M	Buy	64,537 +6,926	+12%	+$384K	0.56%	33
2024 Q3	$3.31M	Buy	57,611 +119	+0.2%	+$6.44K	0.59%	34
2024 Q2	$3.08M	Sell	57,492 -1,342	-2%	-$70.8K	0.6%	35
2024 Q1	$3.04M	Buy	58,834 +401	+0.7%	+$20.1K	0.58%	35
2023 Q4	$2.96M	Sell	58,433 -37,179	-39%	-$1.8M	0.59%	39
2023 Q3	$4.55M	Buy	95,612 +2,220	+2%	+$110K	1.02%	28
2023 Q2	$4.6M	Buy	93,392 +2,044	+2%	+$99.8K	1.02%	26
2023 Q1	$4.46M	Sell	91,348 -1,750	-2%	-$85.8K	1.07%	27
2022 Q4	$4.35M	Buy	93,098 +7,349	+9%	+$334K	1.1%	27
2022 Q3	$3.69M	Buy	85,749 +1,953	+2%	+$93.6K	1.01%	26
2022 Q2	$4.11M	Sell	83,796 -475	-0.6%	-$24.5K	1.04%	26
2022 Q1	$4.68M	Buy	84,271 +805	+1%	+$46.5K	0.96%	25
2021 Q4	$5K	Buy	83,466 +11,268	+16%	+$695K	0.75%	25
2021 Q3	$4.46M	Buy	72,198 +5,730	+9%	+$365K	0.96%	22
2021 Q2	$4.45M	Buy	66,468 +1,916	+3%	+$126K	0.9%	25
2021 Q1	$4.16M	Buy	64,552 +27,174	+73%	+$1.79M	0.93%	27
2020 Q4	$2.32M	Sell	37,378 -3,108	-8%	-$179K	0.52%	42
2020 Q3	$2.14M	Buy	40,486 +2,505	+7%	+$131K	0.58%	36
2020 Q2	$1.81M	Buy	37,981 +7,525	+25%	+$336K	0.59%	32
2020 Q1	$1.23M	Sell	30,456 -7,120	-19%	-$350K	0.5%	35
2019 Q4	$2.02M	Buy	37,576 +7,720	+26%	+$398K	0.51%	28
2019 Q3	$1.46M	Buy	+29,856	New	+$1.48M	0.7%	16
2019 Q2	–	Sell	-40,214	Closed	-$2.08M	–	474
2019 Q1	$2.08M	Sell	40,214 -18,250	-31%	-$924K	0.96%	23
2018 Q4	$2.76M	Buy	+58,464	New	+$2.83M	1.26%	22

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Advisors's IEMG Position: Q1 2026 in Review

Evolution Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.1% in Q1 2026, buying an estimated $193K and bringing the position to 87,873 shares worth $6.13M. The position accounts for 0.62% of the portfolio, ranked #25.

Evolution Wealth Advisors first reported a position in IEMG in Q4 2018 and has held it in 29 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Evolution Wealth Advisors held 87,873 shares of iShares Core MSCI Emerging Markets ETF worth $6.13M as of Q1 2026.
Evolution Wealth Advisors bought 2,674 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $193K.
iShares Core MSCI Emerging Markets ETF made up 0.62% of Evolution Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Evolution Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 29 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.