Joel Isaacson & Co’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Joel Isaacson & Co’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	$355K	Hold	5,087	–	–	0.01%	336
2025 Q4	$342K	Buy	5,087 +73	+1%	+$4.9K	0.01%	339
2025 Q3	$330K	Buy	5,014 +258	+5%	+$16.1K	0.01%	328
2025 Q2	$285K	Buy	+4,756	New	+$265K	0.01%	338
2017 Q1	–	Sell	-954	Closed	-$40K	–	337
2016 Q4	$40K	Hold	954	–	–	0.01%	335
2016 Q3	$44K	Hold	954	–	–	0.01%	344
2016 Q2	$40K	Hold	954	–	–	0.01%	359
2016 Q1	$40K	Hold	954	–	–	0.01%	364
2015 Q4	$38K	Hold	954	–	–	0.01%	369
2015 Q3	$38K	Sell	954 -176	-16%	-$7.54K	0.01%	378
2015 Q2	$54K	Buy	+1,130	New	+$57.2K	0.01%	348

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

Joel Isaacson & Co's IEMG Position: Q1 2026 in Review

Joel Isaacson & Co held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 5,087 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #336.

Joel Isaacson & Co first reported a position in IEMG in Q2 2015 and has held it in 11 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Joel Isaacson & Co held 5,087 shares of iShares Core MSCI Emerging Markets ETF worth $355K as of Q1 2026.
Joel Isaacson & Co left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #336 holding.
Joel Isaacson & Co first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and has held it in 11 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.