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Gen-Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Gen-Wealth Partners’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 		$3.13M Sell
44,928
-65,436
-59% -$4.72M 0.99% 20
2025
Q4 		$7.42M Buy
110,364
+9,712
+10% +$652K 2.38% 7
2025
Q3 		$6.64M Buy
100,652
+19,536
+24% +$1.22M 2.24% 7
2025
Q2 		$4.87M Buy
81,116
+39,131
+93% +$2.18M 1.88% 8
2025
Q1 		$2.27M Buy
41,985
+23,668
+129% +$1.27M 0.95% 18
2024
Q4 		$956K Buy
18,317
+1,159
+7% +$64.2K 0.41% 56
2024
Q3 		$959K Sell
17,158
-11,023
-39% -$597K 0.42% 53
2024
Q2 		$1.51M Buy
28,181
+17,132
+155% +$903K 0.73% 27
2024
Q1 		$570K Buy
+11,049
New +$553K 0.28% 81

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gen-Wealth Partners's IEMG Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 59% in Q1 2026, selling an estimated $4.72M and leaving 44,928 shares worth $3.13M. The position accounts for 0.99% of the portfolio, ranked #20.

Gen-Wealth Partners first reported a position in IEMG in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.42M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Gen-Wealth Partners held 44,928 shares of iShares Core MSCI Emerging Markets ETF worth $3.13M as of Q1 2026.
  • Gen-Wealth Partners sold 65,436 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.72M.
  • iShares Core MSCI Emerging Markets ETF made up 0.99% of Gen-Wealth Partners's portfolio in Q1 2026, its #20 holding.
  • Gen-Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $7.42M in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.