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

Genesis 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	$279K	Hold	4,007	–	–	0.19%	51
2025 Q4	$269K	Hold	4,007	–	–	0.18%	52
2025 Q3	$264K	Hold	4,007	–	–	0.19%	51
2025 Q2	$241K	Buy	4,007 +98	+3%	+$5.47K	0.18%	53
2025 Q1	$211K	Sell	3,909 -45	-1%	-$2.42K	0.17%	57
2024 Q4	$206K	Buy	+3,954	New	+$219K	0.18%	58
2015 Q2	$811K	Buy	16,877 +14,319	+560%	+$725K	0.66%	23
2015 Q1	$125K	Buy	2,558 +1,850	+261%	+$88.6K	0.1%	95
2014 Q4	$34.7K	Buy	+708	New	+$34.6K	0.03%	255

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

Genesis Wealth Advisors's IEMG Position: Q1 2026 in Review

Genesis Wealth Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 4,007 shares worth $279K. The position accounts for 0.19% of the portfolio, ranked #51.

Genesis Wealth Advisors first reported a position in IEMG in Q4 2014 and has held it in 9 quarters since. The position peaked at $811K in Q2 2015. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Genesis Wealth Advisors held 4,007 shares of iShares Core MSCI Emerging Markets ETF worth $279K as of Q1 2026.
Genesis Wealth Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up 0.19% of Genesis Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Genesis Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2014 and has held it in 9 quarters since.
Genesis Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $811K in Q2 2015.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.