Geneos Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.22M | Buy |
117,812
+36,500
| +45% | +$2.63M | 0.19% | 121 |
|
|
2025
Q4 | $5.47M | Buy |
81,312
+5,936
| +8% | +$398K | 0.13% | 193 |
|
|
2025
Q3 | $4.97M | Sell |
75,376
-68,695
| -48% | -$4.28M | 0.13% | 203 |
|
|
2025
Q2 | $8.65M | Sell |
144,071
-154,948
| -52% | -$8.65M | 0.21% | 123 |
|
|
2025
Q1 | $16.1M | Buy |
299,019
+213,185
| +248% | +$11.5M | 0.23% | 107 |
|
|
2024
Q4 | $4.48M | Sell |
85,834
-2,852
| -3% | -$158K | 0.16% | 155 |
|
|
2024
Q3 | $5.09M | Buy |
88,686
+27,822
| +46% | +$1.51M | 0.19% | 126 |
|
|
2024
Q2 | $3.26M | Sell |
60,864
-1,358
| -2% | -$71.6K | 0.14% | 166 |
|
|
2024
Q1 | $3.21M | Sell |
62,222
-1,699
| -3% | -$85.1K | 0.15% | 177 |
|
|
2023
Q4 | $3.23M | Sell |
63,921
-46,729
| -42% | -$2.26M | 0.16% | 157 |
|
|
2023
Q3 | $5.27M | Buy |
110,650
+1,149
| +1% | +$56.9K | 0.27% | 95 |
|
|
2023
Q2 | $5.4M | Buy |
109,501
+481
| +0.4% | +$23.5K | 0.28% | 85 |
|
|
2023
Q1 | $5.32M | Buy |
109,020
+24,656
| +29% | +$1.21M | 0.32% | 75 |
|
|
2022
Q4 | $3.94M | Sell |
84,364
-66,788
| -44% | -$3.04M | 0.24% | 113 |
|
|
2022
Q3 | $6.5M | Sell |
151,152
-34,746
| -19% | -$1.67M | 0.45% | 42 |
|
|
2022
Q2 | $9.05M | Sell |
185,898
-9,102
| -5% | -$470K | 0.45% | 43 |
|
|
2022
Q1 | $10.8M | Buy |
195,000
+14,491
| +8% | +$837K | 0.47% | 39 |
|
|
2021
Q4 | $10.8M | Buy |
180,509
+4,016
| +2% | +$248K | 0.41% | 48 |
|
|
2021
Q3 | $10.9M | Buy |
176,493
+7,464
| +4% | +$475K | 0.42% | 49 |
|
|
2021
Q2 | $11.3M | Sell |
169,029
-22,867
| -12% | -$1.51M | 0.44% | 45 |
|
|
2021
Q1 | $12.6M | Sell |
191,896
-292
| -0.2% | -$19.2K | 0.35% | 68 |
|
|
2020
Q4 | $11.4M | Buy |
192,188
+32,576
| +20% | +$1.88M | 0.46% | 46 |
|
|
2020
Q3 | $8.22M | Sell |
159,612
-17,204
| -10% | -$902K | 0.43% | 48 |
|
|
2020
Q2 | $8.42M | Buy |
176,816
+4,172
| +2% | +$186K | 0.47% | 42 |
|
|
2020
Q1 | $6.87M | Buy |
172,644
+2,769
| +2% | +$136K | 0.46% | 46 |
|
|
2019
Q4 | $9.17M | Sell |
169,875
-2,346
| -1% | -$121K | 0.49% | 41 |
|
|
2019
Q3 | $8.41M | Sell |
172,221
-18,694
| -10% | -$927K | 0.5% | 40 |
|
|
2019
Q2 | $9.82M | Sell |
190,915
-11,062
| -5% | -$565K | 0.61% | 28 |
|
|
2019
Q1 | $10.4M | Buy |
201,977
+11,865
| +6% | +$601K | 0.69% | 21 |
|
|
2018
Q4 | $8.98M | Buy |
190,112
+32,621
| +21% | +$1.58M | 0.66% | 23 |
|
|
2018
Q3 | $8.16M | Sell |
157,491
-22,048
| -12% | -$1.15M | 0.54% | 33 |
|
|
2018
Q2 | $9.46M | Buy |
179,539
+58,233
| +48% | +$3.27M | 0.74% | 18 |
|
|
2018
Q1 | $7.08M | Buy |
121,306
+1,170
| +1% | +$69.2K | 0.62% | 37 |
|
|
2017
Q4 | $6.83M | Buy |
120,136
+8,317
| +7% | +$464K | 0.61% | 34 |
|
|
2017
Q3 | $6.02M | Sell |
111,819
-3,091
| -3% | -$164K | 0.6% | 35 |
|
|
2017
Q2 | $5.75M | Buy |
114,910
+110,898
| +2,764% | +$5.47M | 0.59% | 37 |
|
|
2017
Q1 | $191K | Buy |
4,012
+93
| +2% | +$4.28K | 0.02% | 498 |
|
|
2016
Q4 | $166K | Buy |
3,919
+437
| +13% | +$19.2K | 0.02% | 499 |
|
|
2016
Q3 | $158K | Sell |
3,482
-58
| -2% | -$2.58K | 0.02% | 500 |
|
|
2016
Q2 | $149K | Sell |
3,540
-1,629
| -32% | -$66.7K | 0.02% | 503 |
|
|
2016
Q1 | $214K | Buy |
+5,169
| New | +$195K | 0.03% | 421 |
|
Other funds holding IEMG
Geneos Wealth Management's IEMG Position: Q1 2026 in Review
Geneos Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 45% in Q1 2026, buying an estimated $2.63M and bringing the position to 117,812 shares worth $8.22M. The position accounts for 0.19% of the portfolio, ranked #121.
Geneos Wealth Management first reported a position in IEMG in Q1 2016 and has held it in 41 quarters since. The position peaked at $16.1M in Q1 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.
- Geneos Wealth Management held 117,812 shares of iShares Core MSCI Emerging Markets ETF worth $8.22M as of Q1 2026.
- Geneos Wealth Management bought 36,500 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.63M.
- iShares Core MSCI Emerging Markets ETF made up 0.19% of Geneos Wealth Management's portfolio in Q1 2026, its #121 holding.
- Geneos Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $16.1M in Q1 2025.
- 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.