Hobart Private Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Hobart Private Capital’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	–	Sell	-3,301	Closed	-$222K	–	137
2025 Q4	$222K	Buy	+3,301	New	+$221K	0.04%	123
2024 Q1	–	Sell	-4,228	Closed	-$214K	–	65
2023 Q4	$214K	Sell	4,228 -1,161	-22%	-$56.2K	0.07%	58
2023 Q3	$256K	Sell	5,389 -4,097	-43%	-$203K	0.1%	36
2023 Q2	$468K	Hold	9,486	–	–	0.17%	29
2023 Q1	$463K	Buy	+9,486	New	+$465K	0.18%	27
2020 Q2	–	Sell	-30,997	Closed	-$1.25M	–	152
2020 Q1	$1.25M	Sell	30,997 -60,690	-66%	-$2.98M	0.86%	30
2019 Q4	$4.93M	Buy	91,687 +22,980	+33%	+$1.18M	3.02%	4
2019 Q3	$3.37M	Sell	68,707 -2,320	-3%	-$115K	2.3%	9
2019 Q2	$3.65M	Buy	71,027 +66,996	+1,662%	+$3.42M	2.55%	7
2019 Q1	$208K	Buy	+4,031	New	+$204K	0.16%	160

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hobart Private Capital's IEMG Position: Q1 2026 in Review

Hobart Private Capital sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026, closing a stake of 3,301 shares — an estimated $222K sold.

Hobart Private Capital first reported a position in IEMG in Q1 2019 and held it in 10 quarters. The position peaked at $4.93M in Q4 2019. 2,301 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Hobart Private Capital reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
Hobart Private Capital sold 3,301 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $222K.
Hobart Private Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and held it in 10 quarters.
Hobart Private Capital's iShares Core MSCI Emerging Markets ETF position peaked at $4.93M in Q4 2019.
2,301 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Hobart Private Capital's 13F filing for Q1 2026, filed 7 Apr 2026.