IAG
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Investment Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Investment Advisory Group’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 		$453K Buy
6,500
+87
+1% +$6.28K 0.12% 116
2025
Q4 		$431K Buy
6,413
+2,796
+77% +$188K 0.11% 116
2025
Q3 		$238K Sell
3,617
-191
-5% -$11.9K 0.06% 169
2025
Q2 		$229K Sell
3,808
-953
-20% -$53.2K 0.07% 159
2025
Q1 		$257K Sell
4,761
-957
-17% -$51.5K 0.09% 140
2024
Q4 		$299K Sell
5,718
-2,110
-27% -$117K 0.1% 125
2024
Q3 		$449K Sell
7,828
-1,261
-14% -$68.3K 0.16% 103
2024
Q2 		$487K Sell
9,089
-26
-0.3% -$1.37K 0.19% 91
2024
Q1 		$470K Sell
9,115
-836
-8% -$41.9K 0.19% 87
2023
Q4 		$503K Buy
9,951
+1,395
+16% +$67.6K 0.23% 80
2023
Q3 		$407K Buy
8,556
+2,593
+43% +$128K 0.21% 80
2023
Q2 		$294K Buy
5,963
+1,133
+23% +$55.3K 0.15% 100
2023
Q1 		$236K Sell
4,830
-270
-5% -$13.2K 0.14% 119
2022
Q4 		$238K Sell
5,100
-952
-16% -$43.3K 0.15% 119
2022
Q3 		$260K Buy
6,052
+141
+2% +$6.76K 0.18% 95
2022
Q2 		$293K Buy
5,911
+224
+4% +$11.6K 0.2% 93
2022
Q1 		$319K Hold
5,687
– – 0.19% 91
2021
Q4 		$343K Buy
+5,687
New +$351K 0.22% 82

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investment Advisory Group's IEMG Position: Q1 2026 in Review

Investment Advisory Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.4% in Q1 2026, buying an estimated $6.28K and bringing the position to 6,500 shares worth $453K. The position accounts for 0.12% of the portfolio, ranked #116.

Investment Advisory Group first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $503K in Q4 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Investment Advisory Group held 6,500 shares of iShares Core MSCI Emerging Markets ETF worth $453K as of Q1 2026.
  • Investment Advisory Group bought 87 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $6.28K.
  • iShares Core MSCI Emerging Markets ETF made up 0.12% of Investment Advisory Group's portfolio in Q1 2026, its #116 holding.
  • Investment Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's iShares Core MSCI Emerging Markets ETF position peaked at $503K in Q4 2023.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.