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Jackson Thornton Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Jackson Thornton 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 		$494K Sell
6,647
-407
-6% -$29.4K 0.04% 108
2025
Q4 		$495K Sell
7,054
-111
-2% -$7.45K 0.05% 112
2025
Q3 		$482K Buy
7,165
+293
+4% +$18.3K 0.05% 104
2025
Q2 		$413K Sell
6,872
-61
-0.9% -$3.4K 0.05% 62
2025
Q1 		$360K Buy
6,933
+142
+2% +$7.64K 0.05% 63
2024
Q4 		$355K Sell
6,791
-8
-0.1% -$443 0.04% 57
2024
Q3 		$390K Sell
6,799
-540
-7% -$29.2K 0.05% 48
2024
Q2 		$393K Sell
7,339
-4,596
-39% -$242K 0.06% 46
2024
Q1 		$616K Sell
11,935
-32
-0.3% -$1.6K 0.1% 29
2023
Q4 		$605K Sell
11,967
-153
-1% -$7.41K 0.11% 27
2023
Q3 		$577K Buy
12,120
+880
+8% +$43.5K 0.12% 21
2023
Q2 		$554K Buy
11,240
+10
+0.1% +$488 0.11% 23
2023
Q1 		$548K Buy
11,230
+764
+7% +$37.5K 0.12% 21
2022
Q4 		$489K Sell
10,466
-2,639
-20% -$120K 0.12% 19
2022
Q3 		$563K Buy
13,105
+3,293
+34% +$158K 0.15% 18
2022
Q2 		$481K Buy
9,812
+5,648
+136% +$292K 0.14% 17
2022
Q1 		$231K Buy
+4,164
New +$241K 0.06% 23

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

Jackson Thornton Wealth Management's IEMG Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.8% in Q1 2026, selling an estimated $29.4K and leaving 6,647 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #108.

Jackson Thornton Wealth Management first reported a position in IEMG in Q1 2022 and has held it in 17 quarters since. The position peaked at $616K in Q1 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Jackson Thornton Wealth Management held 6,647 shares of iShares Core MSCI Emerging Markets ETF worth $494K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 407 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $29.4K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Jackson Thornton Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 17 quarters since.
  • Jackson Thornton Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $616K in Q1 2024.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.