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

GeoWealth 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	$1.89M	Buy	27,049 +5,408	+25%	+$390K	0.07%	165
2025 Q4	$1.45M	Sell	21,641 -29,042	-57%	-$1.95M	0.05%	209
2025 Q3	$3.34M	Buy	50,683 +25,093	+98%	+$1.57M	0.12%	112
2025 Q2	$1.54M	Buy	25,590 +7,470	+41%	+$417K	0.06%	187
2025 Q1	$978K	Buy	18,120 +5,640	+45%	+$304K	0.04%	274
2024 Q4	$652K	Sell	12,480 -931	-7%	-$51.6K	0.02%	408
2024 Q3	$770K	Sell	13,411 -2,973	-18%	-$161K	0.03%	366
2024 Q2	$877K	Buy	16,384 +4,373	+36%	+$231K	0.04%	299
2024 Q1	$620K	Sell	12,011 -17,391	-59%	-$871K	0.02%	391
2023 Q4	$1.49M	Sell	29,402 -385	-1%	-$18.6K	0.12%	161
2023 Q3	$1.42M	Buy	29,787 +10,383	+54%	+$514K	0.16%	114
2023 Q2	$956K	Sell	19,404 -3,704	-16%	-$181K	0.1%	124
2023 Q1	$1.13M	Buy	23,108 +145	+0.6%	+$7.11K	0.13%	91
2022 Q4	$1.07M	Sell	22,963 -23,814	-51%	-$1.08M	0.11%	108
2022 Q3	$2.01M	Buy	46,777 +16,385	+54%	+$785K	0.22%	84
2022 Q2	$1.49M	Sell	30,392 -749	-2%	-$38.7K	0.2%	90
2022 Q1	$1.73M	Sell	31,141 -20,525	-40%	-$1.19M	0.15%	110
2021 Q4	$3.09M	Sell	51,666 -28,427	-35%	-$1.75M	0.25%	83
2021 Q3	$4.95M	Sell	80,093 -20,337	-20%	-$1.29M	0.41%	68
2021 Q2	$6.73M	Sell	100,430 -6,830	-6%	-$450K	0.85%	30
2021 Q1	$6.9M	Buy	107,260 +11,153	+12%	+$734K	1.08%	22
2020 Q4	$5.95M	Buy	96,107 +71,168	+285%	+$4.1M	0.95%	32
2020 Q3	$1.32M	Sell	24,939 -3,402	-12%	-$178K	0.4%	72
2020 Q2	$1.35M	Buy	+28,341	New	+$1.26M	0.56%	55
2020 Q1	–	Sell	-65,453	Closed	-$3.52M	–	105
2019 Q4	$3.52M	Buy	65,453 +50,514	+338%	+$2.6M	1.89%	19
2019 Q3	$732K	Buy	14,939 +6,369	+74%	+$316K	0.16%	81
2019 Q2	$441K	Buy	+8,570	New	+$438K	1.16%	23

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

GeoWealth Management's IEMG Position: Q1 2026 in Review

GeoWealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q1 2026, buying an estimated $390K and bringing the position to 27,049 shares worth $1.89M. The position accounts for 0.07% of the portfolio, ranked #165.

GeoWealth Management first reported a position in IEMG in Q2 2019 and has held it in 27 quarters since. The position peaked at $6.9M in Q1 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

GeoWealth Management held 27,049 shares of iShares Core MSCI Emerging Markets ETF worth $1.89M as of Q1 2026.
GeoWealth Management bought 5,408 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $390K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of GeoWealth Management's portfolio in Q1 2026, its #165 holding.
GeoWealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2019 and has held it in 27 quarters since.
GeoWealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $6.9M in Q1 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.