Fulcrum Equity Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Fulcrum Equity 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	–	Sell	-7,123	Closed	-$479K	–	138
2025 Q4	$479K	Sell	7,123 -686	-9%	-$46K	0.46%	53
2025 Q3	$515K	Sell	7,809 -295	-4%	-$18.4K	0.52%	48
2025 Q2	$486K	Buy	8,104 +3,950	+95%	+$220K	0.5%	48
2025 Q1	$224K	Buy	+4,154	New	+$224K	0.24%	86
2024 Q3	–	Sell	-4,567	Closed	-$244K	–	148
2024 Q2	$244K	Buy	+4,567	New	+$241K	0.22%	119
2021 Q3	–	Sell	-9,405	Closed	-$630K	–	199
2021 Q2	$630K	Buy	+9,405	New	+$620K	0.24%	89
2019 Q4	–	Sell	-679	Closed	-$33K	–	148
2019 Q3	$33K	Buy	+679	New	+$33.7K	0.02%	109
2019 Q2	–	Sell	-5,868	Closed	-$303K	–	96
2019 Q1	$303K	Buy	5,868 +255	+5%	+$12.9K	0.1%	71
2018 Q4	$265K	Buy	+5,613	New	+$271K	0.1%	57

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

Fulcrum Equity Management's IEMG Position: Q1 2026 in Review

Fulcrum Equity Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026, closing a stake of 7,123 shares — an estimated $479K sold.

Fulcrum Equity Management first reported a position in IEMG in Q4 2018 and held it in 9 quarters. The position peaked at $630K in Q2 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Fulcrum Equity Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
Fulcrum Equity Management sold 7,123 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $479K.
Fulcrum Equity Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 9 quarters.
Fulcrum Equity Management's iShares Core MSCI Emerging Markets ETF position peaked at $630K in Q2 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Fulcrum Equity Management's 13F filing for Q1 2026, filed 2 Apr 2026.