Forte Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Forte Asset Management’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	$326K	Hold	4,670	–	–	0.14%	67
2025 Q4	$314K	Buy	+4,670	New	+$313K	0.14%	64
2024 Q1	–	Sell	-4,701	Closed	-$238K	–	61
2023 Q4	$238K	Buy	+4,701	New	+$228K	0.16%	54
2022 Q4	–	Sell	-34,515	Closed	-$1.48M	–	69
2022 Q3	$1.48M	Buy	34,515 +1,314	+4%	+$63K	0.98%	34
2022 Q2	$1.63M	Buy	+33,201	New	+$1.72M	1.13%	26

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

Forte Asset Management's IEMG Position: Q1 2026 in Review

Forte Asset Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 4,670 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #67.

Forte Asset Management first reported a position in IEMG in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.63M in Q2 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Forte Asset Management held 4,670 shares of iShares Core MSCI Emerging Markets ETF worth $326K as of Q1 2026.
Forte Asset Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up 0.14% of Forte Asset Management's portfolio in Q1 2026, its #67 holding.
Forte Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 5 quarters since.
Forte Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.63M in Q2 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.