HWM
IEMG icon

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

HB 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 		$4.04M Buy
57,961
+9,764
+20% +$705K 0.03% 291
2025
Q4 		$3.24M Sell
48,197
-1,435
-3% -$96.3K 0.02% 327
2025
Q3 		$3.27M Buy
49,632
+8,056
+19% +$502K 0.02% 317
2025
Q2 		$2.5M Buy
41,576
+8,833
+27% +$493K 0.02% 333
2025
Q1 		$1.77M Sell
32,743
-238
-0.7% -$12.8K 0.01% 410
2024
Q4 		$1.72M Sell
32,981
-297
-0.9% -$16.4K 0.02% 310
2024
Q3 		$1.91M Sell
33,278
-30,068
-47% -$1.63M 0.02% 282
2024
Q2 		$3.39M Buy
63,346
+50,454
+391% +$2.66M 0.04% 188
2024
Q1 		$665K Buy
12,892
+3,014
+31% +$151K 0.01% 423
2023
Q4 		$500K Sell
9,878
-3,326
-25% -$161K 0.01% 465
2023
Q3 		$628K Sell
13,204
-2,014
-13% -$99.7K 0.01% 380
2023
Q2 		$750K Sell
15,218
-4,076
-21% -$199K 0.01% 337
2023
Q1 		$941K Buy
19,294
+3,874
+25% +$190K 0.02% 296
2022
Q4 		$720K Sell
15,420
-12,382
-45% -$563K 0.01% 328
2022
Q3 		$1.2M Sell
27,802
-32,962
-54% -$1.58M 0.03% 236
2022
Q2 		$2.98M Buy
60,764
+11,891
+24% +$614K 0.06% 143
2022
Q1 		$2.71M Buy
48,873
+24,135
+98% +$1.39M 0.05% 153
2021
Q4 		$1.48M Buy
+24,738
New +$1.53M 0.03% 187

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HB Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q1 2026, buying an estimated $705K and bringing the position to 57,961 shares worth $4.04M. The position accounts for 0.03% of the portfolio, ranked #291.

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

  • HB Wealth Management held 57,961 shares of iShares Core MSCI Emerging Markets ETF worth $4.04M as of Q1 2026.
  • HB Wealth Management bought 9,764 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $705K.
  • iShares Core MSCI Emerging Markets ETF made up 0.03% of HB Wealth Management's portfolio in Q1 2026, its #291 holding.
  • HB Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.