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

Institute for 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	$427K	Sell	6,116 -241	-4%	-$17.4K	0.05%	351
2025 Q4	$427K	Buy	6,357 +478	+8%	+$32.1K	0.05%	343
2025 Q3	$388K	Buy	5,879 +105	+2%	+$6.55K	0.04%	390
2025 Q2	$347K	Sell	5,774 -101	-2%	-$5.64K	0.04%	395
2025 Q1	$317K	Sell	5,875 -33	-0.6%	-$1.78K	0.04%	403
2024 Q4	$309K	Buy	5,908 +101	+2%	+$5.59K	0.04%	393
2024 Q3	$333K	Sell	5,807 -56	-1%	-$3.03K	0.04%	391
2024 Q2	$314K	Buy	+5,863	New	+$309K	0.04%	381
2021 Q4	–	Sell	-7,939	Closed	-$490K	–	498
2021 Q3	$490K	Buy	7,939 +966	+14%	+$61.5K	0.09%	281
2021 Q2	$467K	Buy	6,973 +3,085	+79%	+$203K	0.08%	289
2021 Q1	$250K	Buy	+3,888	New	+$256K	0.05%	398
2020 Q1	–	Sell	-310	Closed	-$17K	–	511
2019 Q4	$17K	Buy	+310	New	+$16K	﹤0.01%	572
2018 Q1	–	Sell	-4,465	Closed	-$273K	–	320
2017 Q4	$273K	Buy	+4,465	New	+$249K	0.06%	315
2017 Q3	–	Sell	-4,747	Closed	-$236K	–	311
2017 Q2	$236K	Buy	+4,747	New	+$234K	0.06%	344

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

Institute for Wealth Management's IEMG Position: Q1 2026 in Review

Institute for Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.8% in Q1 2026, selling an estimated $17.4K and leaving 6,116 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #351.

Institute for Wealth Management first reported a position in IEMG in Q2 2017 and has held it in 14 quarters since. The position peaked at $490K in Q3 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Institute for Wealth Management held 6,116 shares of iShares Core MSCI Emerging Markets ETF worth $427K as of Q1 2026.
Institute for Wealth Management sold 241 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $17.4K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Institute for Wealth Management's portfolio in Q1 2026, its #351 holding.
Institute for Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 14 quarters since.
Institute for Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $490K in Q3 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.