Forvis Mazars Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Forvis Mazars Wealth Advisors’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	$7.42M	Sell	106,337 -4,778	-4%	-$345K	0.14%	76
2025 Q4	$7.47M	Sell	111,115 -7,417	-6%	-$498K	0.14%	73
2025 Q3	$7.81M	Sell	118,532 -903	-0.8%	-$56.3K	0.16%	68
2025 Q2	$7.17M	Sell	119,435 -4,423	-4%	-$247K	0.15%	75
2025 Q1	$6.68M	Sell	123,858 -21,063	-15%	-$1.13M	0.16%	74
2024 Q4	$7.57M	Sell	144,921 -10,675	-7%	-$591K	0.17%	70
2024 Q3	$8.93M	Sell	155,596 -9,569	-6%	-$518K	0.21%	66
2024 Q2	$8.84M	Sell	165,165 -3,620	-2%	-$191K	0.22%	63
2024 Q1	$8.71M	Sell	168,785 -20,751	-11%	-$1.04M	0.22%	64
2023 Q4	$9.59M	Sell	189,536 -37,025	-16%	-$1.79M	0.27%	55
2023 Q3	$10.8M	Sell	226,561 -34,688	-13%	-$1.72M	0.33%	51
2023 Q2	$12.9M	Sell	261,249 -7,511	-3%	-$367K	0.38%	45
2023 Q1	$13.1M	Buy	268,760 +9,626	+4%	+$472K	0.43%	41
2022 Q4	$12.1M	Buy	259,134 +9,585	+4%	+$436K	0.42%	46
2022 Q3	$10.7M	Buy	249,549 +18,220	+8%	+$873K	0.43%	40
2022 Q2	$11.3M	Buy	231,329 +88,845	+62%	+$4.59M	0.46%	37
2022 Q1	$7.92M	Buy	142,484 +126,175	+774%	+$7.29M	0.34%	36
2021 Q4	$976K	Buy	16,309 +4,452	+38%	+$275K	0.04%	140
2021 Q3	$732K	Buy	11,857 +1,102	+10%	+$70.2K	0.03%	148
2021 Q2	$720K	Buy	10,755 +1,036	+11%	+$68.3K	0.03%	147
2021 Q1	$625K	Buy	9,719 +1,734	+22%	+$114K	0.03%	155
2020 Q4	$495K	Buy	7,985 +227	+3%	+$13.1K	0.02%	230
2020 Q3	$410K	Sell	7,758 -145	-2%	-$7.6K	0.02%	228
2020 Q2	$376K	Buy	7,903 +337	+4%	+$15K	0.02%	225
2020 Q1	$306K	Sell	7,566 -7,674	-50%	-$377K	0.03%	223
2019 Q4	$819K	Buy	15,240 +3,170	+26%	+$163K	0.06%	134
2019 Q3	$592K	Sell	12,070 -1,554	-11%	-$77.1K	0.05%	147
2019 Q2	$701K	Buy	13,624 +2,001	+17%	+$102K	0.06%	129
2019 Q1	$601K	Sell	11,623 -6,541	-36%	-$331K	0.05%	144
2018 Q4	$856K	Buy	18,164 +11,087	+157%	+$536K	0.09%	98
2018 Q3	$366K	Buy	7,077 +45	+0.6%	+$2.35K	0.03%	177
2018 Q2	$369K	Buy	7,032 +35	+0.5%	+$1.96K	0.04%	177
2018 Q1	$409K	Sell	6,997 -32	-0.5%	-$1.89K	0.04%	169
2017 Q4	$400K	Buy	7,029 +1,263	+22%	+$70.5K	0.04%	173
2017 Q3	$312K	Buy	5,766 +109	+2%	+$5.78K	0.03%	181
2017 Q2	$283K	Buy	5,657 +1,252	+28%	+$61.8K	0.03%	191
2017 Q1	$211K	Buy	+4,405	New	+$203K	0.03%	202

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

Forvis Mazars Wealth Advisors's IEMG Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.3% in Q1 2026, selling an estimated $345K and leaving 106,337 shares worth $7.42M. The position accounts for 0.14% of the portfolio, ranked #76.

Forvis Mazars Wealth Advisors first reported a position in IEMG in Q1 2017 and has held it in 37 quarters since. The position peaked at $13.1M in Q1 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Forvis Mazars Wealth Advisors held 106,337 shares of iShares Core MSCI Emerging Markets ETF worth $7.42M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 4,778 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $345K.
iShares Core MSCI Emerging Markets ETF made up 0.14% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #76 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and has held it in 37 quarters since.
Forvis Mazars Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $13.1M in Q1 2023.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.