Fortis Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Fortis Capital 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	$625K	Buy	8,962 +1,568	+21%	+$113K	0.06%	120
2025 Q4	$497K	Buy	7,394 +1,701	+30%	+$114K	0.07%	121
2025 Q3	$375K	Buy	5,693 +1,531	+37%	+$95.5K	0.05%	127
2025 Q2	$250K	Sell	4,162 -990	-19%	-$55.2K	0.04%	146
2025 Q1	$278K	Buy	5,152 +272	+6%	+$14.6K	0.05%	122
2024 Q4	$255K	Buy	4,880 +41	+0.8%	+$2.27K	0.05%	118
2024 Q3	$278K	Sell	4,839 -12	-0.2%	-$650	0.06%	110
2024 Q2	$260K	Buy	4,851 +52	+1%	+$2.74K	0.06%	109
2024 Q1	$248K	Sell	4,799 -101	-2%	-$5.06K	0.06%	101
2023 Q4	$248K	Sell	4,900 -1,671	-25%	-$80.9K	0.06%	121
2023 Q3	$313K	Sell	6,571 -252	-4%	-$12.5K	0.1%	114
2023 Q2	$336K	Sell	6,823 -829	-11%	-$40.5K	0.12%	82
2023 Q1	$373K	Buy	7,652 +160	+2%	+$7.85K	0.15%	74
2022 Q4	$350K	Buy	7,492 +1,129	+18%	+$51.3K	0.26%	69
2022 Q3	$273K	Buy	6,363 +65	+1%	+$3.12K	0.23%	74
2022 Q2	$309K	Buy	6,298 +36	+0.6%	+$1.86K	0.3%	68
2022 Q1	$348K	Sell	6,262 -559	-8%	-$32.3K	0.18%	64
2021 Q4	$408K	Sell	6,821 -52	-0.8%	-$3.21K	0.21%	62
2021 Q3	$424K	Sell	6,873 -433	-6%	-$27.6K	0.23%	93
2021 Q2	$489K	Buy	7,306 +15	+0.2%	+$988	0.25%	103
2021 Q1	$469K	Sell	7,291 -282	-4%	-$18.6K	0.27%	82
2020 Q4	$470K	Sell	7,573 -420	-5%	-$24.2K	0.36%	59
2020 Q3	$422K	Buy	7,993 +1,324	+20%	+$69.4K	0.34%	67
2020 Q2	$317K	Sell	6,669 -2,148	-24%	-$95.9K	0.36%	54
2020 Q1	$357K	Sell	8,817 -1,173	-12%	-$57.6K	1.06%	27
2019 Q4	$537K	Buy	+9,990	New	+$515K	0.47%	62

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

Fortis Capital Management's IEMG Position: Q1 2026 in Review

Fortis Capital Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 21% in Q1 2026, buying an estimated $113K and bringing the position to 8,962 shares worth $625K. The position accounts for 0.06% of the portfolio, ranked #120.

Fortis Capital Management first reported a position in IEMG in Q4 2019 and has held it in 26 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Fortis Capital Management held 8,962 shares of iShares Core MSCI Emerging Markets ETF worth $625K as of Q1 2026.
Fortis Capital Management bought 1,568 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $113K.
iShares Core MSCI Emerging Markets ETF made up 0.06% of Fortis Capital Management's portfolio in Q1 2026, its #120 holding.
Fortis Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.