Financial Perspectives’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Financial Perspectives’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	$533K	Sell	7,647 -43	-0.6%	-$3.1K	0.15%	89
2025 Q4	$517K	Sell	7,690 -48	-0.6%	-$3.22K	0.14%	93
2025 Q3	$510K	Sell	7,738 -60	-0.8%	-$3.74K	0.14%	91
2025 Q2	$468K	Sell	7,798 -1,063	-12%	-$59.3K	0.14%	92
2025 Q1	$478K	Buy	8,861 +49	+0.6%	+$2.64K	0.16%	82
2024 Q4	$460K	Buy	8,812 +306	+4%	+$16.9K	0.15%	84
2024 Q3	$488K	Buy	8,506 +16	+0.2%	+$866	0.17%	81
2024 Q2	$454K	Sell	8,490 -4,159	-33%	-$219K	0.17%	78
2024 Q1	$653K	Buy	12,649 +97	+0.8%	+$4.86K	0.25%	59
2023 Q4	$635K	Buy	12,552 +144	+1%	+$6.97K	0.26%	54
2023 Q3	$591K	Hold	12,408	–	–	0.27%	57
2023 Q2	$612K	Buy	12,408 +12	+0.1%	+$586	0.27%	58
2023 Q1	$605K	Hold	12,396	–	–	0.29%	54
2022 Q4	$579K	Buy	12,396 +3,052	+33%	+$139K	0.3%	56
2022 Q3	$402K	Buy	9,344 +573	+7%	+$27.5K	0.23%	68
2022 Q2	$430K	Sell	8,771 -55	-0.6%	-$2.84K	0.24%	61
2022 Q1	$490K	Buy	8,826 +132	+2%	+$7.63K	0.23%	65
2021 Q4	$520K	Buy	8,694 +248	+3%	+$15.3K	0.25%	57
2021 Q3	$522K	Buy	8,446 +20	+0.2%	+$1.27K	0.26%	58
2021 Q2	$564K	Sell	8,426 -514,059	-98%	-$33.9M	0.27%	61
2021 Q1	$8.12M	Buy	522,485 +514,782	+6,683%	+$33.9M	0.4%	41
2020 Q4	$478K	Buy	7,703 +28	+0.4%	+$1.61K	0.27%	61
2020 Q3	$405K	Buy	7,675 +114	+2%	+$5.98K	0.27%	54
2020 Q2	$360K	Buy	7,561 +2,200	+41%	+$98.2K	0.26%	56
2020 Q1	$217K	Buy	5,361 +367	+7%	+$18K	0.18%	71
2019 Q4	$268K	Buy	+4,994	New	+$257K	0.18%	68

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

Financial Perspectives's IEMG Position: Q1 2026 in Review

Financial Perspectives reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.56% in Q1 2026, selling an estimated $3.1K and leaving 7,647 shares worth $533K. The position accounts for 0.15% of the portfolio, ranked #89.

Financial Perspectives first reported a position in IEMG in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.12M in Q1 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Financial Perspectives held 7,647 shares of iShares Core MSCI Emerging Markets ETF worth $533K as of Q1 2026.
Financial Perspectives sold 43 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.1K.
iShares Core MSCI Emerging Markets ETF made up 0.15% of Financial Perspectives's portfolio in Q1 2026, its #89 holding.
Financial Perspectives first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's iShares Core MSCI Emerging Markets ETF position peaked at $8.12M in Q1 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.