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

Evolve Private 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
Q2 		$12.9M Sell
155,768
-29,472
-16% -$2.35M 0.79% 21
2026
Q1 		$12.9M Buy
185,240
+35,955
+24% +$2.6M 0.69% 22
2025
Q4 		$10M Buy
+149,285
New +$10M 0.59% 24

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evolve Private Wealth's IEMG Position: Q2 2026 in Review

Evolve Private Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 16% in Q2 2026, selling an estimated $2.35M and leaving 155,768 shares worth $12.9M. The position accounts for 0.79% of the portfolio, ranked #21.

Evolve Private Wealth first reported a position in IEMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.9M in Q1 2026. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Evolve Private Wealth held 155,768 shares of iShares Core MSCI Emerging Markets ETF worth $12.9M as of Q2 2026.
  • Evolve Private Wealth sold 29,472 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.35M.
  • iShares Core MSCI Emerging Markets ETF made up 0.79% of Evolve Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Evolve Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $12.9M in Q1 2026.
  • 2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.