KDK Private Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

KDK Private 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	$390K	Sell	5,592 -12	-0.2%	-$866	0.36%	39
2025 Q4	$377K	Sell	5,604 -14	-0.2%	-$939	0.33%	42
2025 Q3	$370K	Sell	5,618 -58	-1%	-$3.62K	0.38%	38
2025 Q2	$341K	Sell	5,676 -142	-2%	-$7.92K	0.36%	38
2025 Q1	$313K	Sell	5,818 -226	-4%	-$12.2K	0.36%	37
2024 Q4	$316K	Buy	+6,044	New	+$335K	0.33%	39

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

KDK Private Wealth Management's IEMG Position: Q1 2026 in Review

KDK Private Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.21% in Q1 2026, selling an estimated $866 and leaving 5,592 shares worth $390K. The position accounts for 0.36% of the portfolio, ranked #39.

KDK Private Wealth Management first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

KDK Private Wealth Management held 5,592 shares of iShares Core MSCI Emerging Markets ETF worth $390K as of Q1 2026.
KDK Private Wealth Management sold 12 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $866.
iShares Core MSCI Emerging Markets ETF made up 0.36% of KDK Private Wealth Management's portfolio in Q1 2026, its #39 holding.
KDK Private Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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