Geneva Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Geneva 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	$8.42M	Buy	+120,715	New	+$8.71M	4.04%	6
2021 Q3	–	Sell	-86,257	Closed	-$5.78M	–	100
2021 Q2	$5.78M	Sell	86,257 -31,007	-26%	-$2.04M	2.64%	13
2021 Q1	$7.55M	Buy	+117,264	New	+$7.71M	3.9%	3
2018 Q4	–	Sell	-11,239	Closed	-$582K	–	71
2018 Q3	$582K	Sell	11,239 -79,559	-88%	-$4.15M	0.45%	60
2018 Q2	$4.77M	Sell	90,798 -6,849	-7%	-$384K	3.78%	1
2018 Q1	$5.7M	Buy	97,647 +4,999	+5%	+$296K	4.69%	1
2017 Q4	$5.27M	Buy	92,648 +22,403	+32%	+$1.25M	3.94%	2
2017 Q3	$3.79M	Buy	+70,245	New	+$3.73M	2.99%	9
2016 Q2	$2.77M	Buy	+55,289	New	+$2.27M	2.48%	11

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

Geneva Partners's IEMG Position: Q1 2026 in Review

Geneva Partners opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026: 120,715 shares worth $8.42M. The stake represents 4.04% of the portfolio and ranks #6 among its holdings. This is a return to the name: Geneva Partners previously reported a position in IEMG as recently as Q2 2021.

Geneva Partners first reported a position in IEMG in Q2 2016 and has held it in 9 quarters since. 2,288 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Geneva Partners held 120,715 shares of iShares Core MSCI Emerging Markets ETF worth $8.42M as of Q1 2026.
iShares Core MSCI Emerging Markets ETF was a new Geneva Partners position in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up 4.04% of Geneva Partners's portfolio in Q1 2026, its #6 holding.
Geneva Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2016 and has held it in 9 quarters since.
2,288 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.