HeadInvest LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

HeadInvest LLC’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	$2.78M	Buy	39,872 +794	+2%	+$57.3K	0.57%	52
2025 Q4	$2.63M	Buy	39,078 +518	+1%	+$34.8K	0.52%	54
2025 Q3	$2.54M	Buy	38,560 +530	+1%	+$33.1K	0.53%	55
2025 Q2	$2.28M	Sell	38,030 -2,220	-6%	-$124K	0.49%	54
2025 Q1	$2.17M	Sell	40,250 -25	-0.1%	-$1.35K	0.42%	59
2024 Q4	$2.1M	Buy	40,275 +400	+1%	+$22.2K	0.4%	62
2024 Q3	$2.29M	Buy	39,875 +3,658	+10%	+$198K	0.42%	60
2024 Q2	$1.94M	Buy	36,217 +5,340	+17%	+$282K	0.38%	63
2024 Q1	$1.59M	Buy	30,877 +12,450	+68%	+$623K	0.31%	70
2023 Q4	$932K	Sell	18,427 -7,280	-28%	-$353K	0.19%	89
2023 Q3	$1.22M	Hold	25,707	–	–	0.26%	75
2023 Q2	$1.27M	Buy	25,707 +370	+1%	+$18.1K	0.27%	75
2023 Q1	$1.24M	Buy	25,337 +200	+0.8%	+$9.81K	0.27%	75
2022 Q4	$1.17M	Buy	25,137 +495	+2%	+$22.5K	0.26%	73
2022 Q3	$1.06M	Buy	24,642 +140	+0.6%	+$6.71K	0.25%	79
2022 Q2	$1.2M	Hold	24,502	–	–	0.27%	76
2022 Q1	$1.36M	Buy	24,502 +3,330	+16%	+$192K	0.26%	77
2021 Q4	$1.27M	Sell	21,172 -1,215	-5%	-$75K	0.22%	82
2021 Q3	$1.38M	Sell	22,387 -185	-0.8%	-$11.8K	0.26%	70
2021 Q2	$1.51M	Hold	22,572	–	–	0.29%	68
2021 Q1	$1.45M	Buy	22,572 +1,615	+8%	+$106K	0.3%	66
2020 Q4	$1.3M	Buy	20,957 +830	+4%	+$47.8K	0.28%	70
2020 Q3	$1.06M	Hold	20,127	–	–	0.31%	62
2020 Q2	$958K	Sell	20,127 -2,492	-11%	-$111K	0.3%	65
2020 Q1	$915K	Buy	22,619 +1,666	+8%	+$81.8K	0.34%	62
2019 Q4	$1.13M	Sell	20,953 -300	-1%	-$15.5K	0.32%	62
2019 Q3	$1.04M	Buy	21,253 +2,861	+16%	+$142K	0.32%	64
2019 Q2	$946K	Sell	18,392 -1,059	-5%	-$54.1K	0.27%	64
2019 Q1	$1.01M	Sell	19,451 -18,477	-49%	-$936K	0.28%	69
2018 Q4	$1.79M	Buy	37,928 +18,514	+95%	+$895K	0.28%	66
2018 Q3	$1M	Sell	19,414 -461	-2%	-$24.1K	0.29%	65
2018 Q2	$1.04M	Buy	19,875 +910	+5%	+$51K	0.32%	60
2018 Q1	$1.11M	Buy	18,965 +4,440	+31%	+$263K	0.36%	57
2017 Q4	$826K	Hold	14,525	–	–	0.25%	71
2017 Q3	$810K	Buy	14,525 +370	+3%	+$19.6K	0.25%	72
2017 Q2	$708K	Hold	14,155	–	–	0.23%	75
2017 Q1	$676K	Buy	14,155 +2,200	+18%	+$101K	0.23%	78
2016 Q4	$507K	Buy	11,955 +265	+2%	+$11.6K	0.19%	81
2016 Q3	$541K	Hold	11,690	–	–	0.19%	81
2016 Q2	$489K	Buy	11,690 +100	+0.9%	+$4.1K	0.19%	76
2016 Q1	$482K	Hold	11,590	–	–	0.19%	75
2015 Q4	$457K	Buy	+11,590	New	+$483K	0.19%	72

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

HeadInvest LLC's IEMG Position: Q1 2026 in Review

HeadInvest LLC increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2% in Q1 2026, buying an estimated $57.3K and bringing the position to 39,872 shares worth $2.78M. The position accounts for 0.57% of the portfolio, ranked #52.

HeadInvest LLC first reported a position in IEMG in Q4 2015 and has held it in 42 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

HeadInvest LLC held 39,872 shares of iShares Core MSCI Emerging Markets ETF worth $2.78M as of Q1 2026.
HeadInvest LLC bought 794 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $57.3K.
iShares Core MSCI Emerging Markets ETF made up 0.57% of HeadInvest LLC's portfolio in Q1 2026, its #52 holding.
HeadInvest LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and has held it in 42 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on HeadInvest LLC's 13F filing for Q1 2026, filed 15 May 2026.