Interchange Capital Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Interchange Capital Partners’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	$4.32M	Sell	79,720 -35,225	-31%	-$2.54M	1.37%	13
2025 Q4	$7.73M	Buy	114,945 +3,331	+3%	+$223K	1.43%	14
2025 Q3	$7.36M	Buy	111,614 +3,721	+3%	+$232K	1.44%	12
2025 Q2	$6.47M	Buy	107,893 +17,826	+20%	+$995K	1.49%	10
2025 Q1	$4.86M	Buy	90,067 +19,474	+28%	+$1.05M	1.36%	12
2024 Q4	$3.69M	Sell	70,593 -1,434	-2%	-$79.4K	1.33%	14
2024 Q3	$4.14M	Sell	72,027 -6,623	-8%	-$358K	1.45%	11
2024 Q2	$4.21M	Buy	78,650 +20,030	+34%	+$1.06M	1.54%	11
2024 Q1	$3.04M	Sell	58,620 -4,222	-7%	-$211K	2.05%	9
2023 Q4	$3.19M	Sell	62,842 -38	-0.1%	-$1.84K	2.39%	6
2023 Q3	$2.99M	Sell	62,880 -8,130	-11%	-$402K	2.38%	8
2023 Q2	$3.5M	Sell	71,010 -9,451	-12%	-$462K	2.67%	7
2023 Q1	$3.93M	Buy	80,461 +37,773	+88%	+$1.85M	2.13%	9
2022 Q4	$1.99M	Buy	42,688 +4,052	+10%	+$184K	2.03%	10
2022 Q3	$1.66M	Buy	38,636 +1,957	+5%	+$93.8K	1.82%	10
2022 Q2	$1.8M	Sell	36,679 -7,066	-16%	-$365K	2.02%	9
2022 Q1	$2.43M	Sell	43,745 -628	-1%	-$36.3K	2.5%	6
2021 Q4	$2.66M	Buy	44,373 +26,165	+144%	+$1.61M	2.67%	5
2021 Q3	$1.12M	Buy	18,208 +70	+0.4%	+$4.46K	1.88%	13
2021 Q2	$1.22M	Sell	18,138 -41,967	-70%	-$2.77M	1.88%	14
2021 Q1	$4.32M	Sell	60,105 -3,071	-5%	-$202K	2.34%	4
2020 Q4	$3.92M	Buy	+63,176	New	+$3.64M	2.13%	4

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

Interchange Capital Partners's IEMG Position: Q1 2026 in Review

Interchange Capital Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 31% in Q1 2026, selling an estimated $2.54M and leaving 79,720 shares worth $4.32M. The position accounts for 1.37% of the portfolio, ranked #13.

Interchange Capital Partners first reported a position in IEMG in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.73M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Interchange Capital Partners held 79,720 shares of iShares Core MSCI Emerging Markets ETF worth $4.32M as of Q1 2026.
Interchange Capital Partners sold 35,225 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.54M.
iShares Core MSCI Emerging Markets ETF made up 1.37% of Interchange Capital Partners's portfolio in Q1 2026, its #13 holding.
Interchange Capital Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
Interchange Capital Partners's iShares Core MSCI Emerging Markets ETF position peaked at $7.73M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.