Fidelis Capital Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Fidelis Capital Partners’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	$3.1M	Sell	44,423 -2,787	-6%	-$201K	0.22%	89
2025 Q4	$3.17M	Buy	47,210 +3,537	+8%	+$237K	0.23%	87
2025 Q3	$2.88M	Buy	43,673 +2,875	+7%	+$179K	0.22%	85
2025 Q2	$2.49M	Buy	40,798 +2,279	+6%	+$127K	0.23%	79
2025 Q1	$2.07M	Buy	38,519 +3,339	+9%	+$180K	0.22%	84
2024 Q4	$1.85M	Buy	35,180 +3,630	+12%	+$201K	0.19%	98
2024 Q3	$1.78M	Buy	31,550 +11,927	+61%	+$646K	0.21%	86
2024 Q2	$1.01M	Buy	19,623 +1,037	+6%	+$54.7K	0.14%	136
2024 Q1	$959K	Sell	18,586 -106	-0.6%	-$5.31K	0.15%	133
2023 Q4	$945K	Sell	18,692 -9,150	-33%	-$443K	0.21%	99
2023 Q3	$1.39M	Sell	27,842 -4,266	-13%	-$211K	0.48%	48
2023 Q2	$1.58M	Buy	32,108 +16,110	+101%	+$787K	0.58%	38
2023 Q1	$782K	Buy	15,998 +3,925	+33%	+$193K	0.33%	73
2022 Q4	$599K	Buy	+12,073	New	+$549K	0.71%	43

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

Fidelis Capital Partners's IEMG Position: Q1 2026 in Review

Fidelis Capital Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.9% in Q1 2026, selling an estimated $201K and leaving 44,423 shares worth $3.1M. The position accounts for 0.22% of the portfolio, ranked #89.

Fidelis Capital Partners first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.17M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Fidelis Capital Partners held 44,423 shares of iShares Core MSCI Emerging Markets ETF worth $3.1M as of Q1 2026.
Fidelis Capital Partners sold 2,787 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $201K.
iShares Core MSCI Emerging Markets ETF made up 0.22% of Fidelis Capital Partners's portfolio in Q1 2026, its #89 holding.
Fidelis Capital Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Fidelis Capital Partners's iShares Core MSCI Emerging Markets ETF position peaked at $3.17M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.