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

Grand Wealth 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	$4.54M	Sell	65,048 -5,354	-8%	-$386K	2.14%	12
2025 Q4	$4.73M	Sell	70,402 -124	-0.2%	-$8.32K	2.15%	11
2025 Q3	$4.65M	Sell	70,526 -17	-0%	-$1.06K	2.24%	10
2025 Q2	$4.23M	Sell	70,543 -1,565	-2%	-$87.3K	2.18%	10
2025 Q1	$3.89M	Sell	72,108 -1,121	-2%	-$60.3K	2.14%	11
2024 Q4	$3.82M	Sell	73,229 -904	-1%	-$50.1K	2.13%	9
2024 Q3	$4.26M	Sell	74,133 -1,194	-2%	-$64.6K	2.4%	9
2024 Q2	$4.03M	Sell	75,327 -6,354	-8%	-$335K	2.39%	9
2024 Q1	$4.21M	Buy	81,681 +3,110	+4%	+$156K	2.01%	10
2023 Q4	$3.97M	Hold	78,571	–	–	2.16%	11
2023 Q3	$3.74M	Sell	78,571 -493	-0.6%	-$24.4K	2.29%	9
2023 Q2	$3.9M	Sell	79,064 -7,324	-8%	-$358K	2.32%	9
2023 Q1	$4.21M	Sell	86,388 -2,754	-3%	-$135K	2.53%	8
2022 Q4	$4.16M	Sell	89,142 -31,888	-26%	-$1.45M	2.59%	9
2022 Q3	$5.2M	Sell	121,030 -7,814	-6%	-$375K	2.73%	9
2022 Q2	$6.32M	Sell	128,844 -141	-0.1%	-$7.29K	3.21%	7
2022 Q1	$7.17M	Sell	128,985 -106	-0.1%	-$6.13K	3.35%	6
2021 Q4	$7.73M	Buy	+129,091	New	+$7.97M	3.46%	6

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

Grand Wealth Management's IEMG Position: Q1 2026 in Review

Grand Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.6% in Q1 2026, selling an estimated $386K and leaving 65,048 shares worth $4.54M. The position accounts for 2.14% of the portfolio, ranked #12.

Grand Wealth Management first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.73M in Q4 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Grand Wealth Management held 65,048 shares of iShares Core MSCI Emerging Markets ETF worth $4.54M as of Q1 2026.
Grand Wealth Management sold 5,354 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $386K.
iShares Core MSCI Emerging Markets ETF made up 2.14% of Grand Wealth Management's portfolio in Q1 2026, its #12 holding.
Grand Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
Grand Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $7.73M in Q4 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.