Hobbs Group Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Hobbs Group Advisors’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	$14.5M	Buy	208,496 +8,983	+5%	+$648K	4.35%	7
2025 Q4	$13.4M	Buy	199,513 +46,791	+31%	+$3.14M	4.05%	7
2025 Q3	$10.1M	Buy	152,722 +17,075	+13%	+$1.07M	3.13%	9
2025 Q2	$8.14M	Buy	135,647 +6,204	+5%	+$346K	2.78%	9
2025 Q1	$6.99M	Sell	129,443 -6,216	-5%	-$335K	2.66%	8
2024 Q4	$7.08M	Buy	135,659 +116,698	+615%	+$6.46M	2.66%	10
2024 Q3	$1.09M	Buy	18,961 +645	+4%	+$34.9K	0.39%	43
2024 Q2	$980K	Buy	+18,316	New	+$966K	0.37%	50
2023 Q4	$927K	Buy	+18,333	New	+$888K	0.41%	43

Other funds holding IEMG

Bank of America

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 $501B 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return