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Joel Adams & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Joel Adams & Associates’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 		$2M Sell
28,638
-3,699
-11% -$267K 1.48% 14
2025
Q4 		$2.17M Buy
32,337
+385
+1% +$25.8K 1.63% 13
2025
Q3 		$2.11M Sell
31,952
-1,121
-3% -$69.9K 1.7% 12
2025
Q2 		$1.99M Sell
33,073
-1,157
-3% -$64.6K 1.76% 11
2025
Q1 		$1.85M Sell
34,230
-745
-2% -$40.1K 1.66% 11
2024
Q4 		$1.83M Buy
+34,975
New +$1.94M 1.66% 12

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

Joel Adams & Associates's IEMG Position: Q1 2026 in Review

Joel Adams & Associates reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q1 2026, selling an estimated $267K and leaving 28,638 shares worth $2M. The position accounts for 1.48% of the portfolio, ranked #14.

Joel Adams & Associates first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.17M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Joel Adams & Associates held 28,638 shares of iShares Core MSCI Emerging Markets ETF worth $2M as of Q1 2026.
  • Joel Adams & Associates sold 3,699 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $267K.
  • iShares Core MSCI Emerging Markets ETF made up 1.48% of Joel Adams & Associates's portfolio in Q1 2026, its #14 holding.
  • Joel Adams & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Joel Adams & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $2.17M in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.