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

Keebeck 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	$11.7M	Sell	168,454 -8,175	-5%	-$590K	1.32%	14
2025 Q4	$11.9M	Buy	176,629 +50,455	+40%	+$3.39M	1.37%	12
2025 Q3	$8.32M	Sell	126,174 -6,513	-5%	-$406K	0.98%	19
2025 Q2	$7.97M	Buy	132,687 +52,279	+65%	+$2.92M	1.04%	19
2025 Q1	$4.34M	Buy	80,408 +39,353	+96%	+$2.12M	0.64%	45
2024 Q4	$2.14M	Buy	41,055 +1,306	+3%	+$72.3K	0.31%	84
2024 Q3	$2.28M	Sell	39,749 -18,068	-31%	-$978K	0.33%	78
2024 Q2	$3.09M	Buy	57,817 +25,499	+79%	+$1.34M	0.45%	65
2024 Q1	$1.67M	Sell	32,318 -22,794	-41%	-$1.14M	0.25%	110
2023 Q4	$2.79M	Sell	55,112 -9,943	-15%	-$482K	0.46%	64
2023 Q3	$3.1M	Sell	65,055 -40,011	-38%	-$1.98M	0.54%	55
2023 Q2	$5.18M	Buy	105,066 +51,908	+98%	+$2.54M	0.71%	36
2023 Q1	$2.59M	Buy	53,158 +47,773	+887%	+$2.34M	0.42%	63
2022 Q4	$251K	Sell	5,385 -1,129	-17%	-$51.3K	0.04%	211
2022 Q3	$280K	Sell	6,514 -707	-10%	-$33.9K	0.05%	194
2022 Q2	$354K	Sell	7,221 -3,232	-31%	-$167K	0.07%	180
2022 Q1	$581K	Buy	10,453 +2,387	+30%	+$138K	0.1%	152
2021 Q4	$483K	Sell	8,066 -491	-6%	-$30.3K	0.09%	151
2021 Q3	$528K	Sell	8,557 -20,315	-70%	-$1.29M	0.1%	134
2021 Q2	$1.93M	Buy	28,872 +18,322	+174%	+$1.21M	0.28%	77
2021 Q1	$679K	Buy	10,550 +659	+7%	+$43.4K	0.11%	138
2020 Q4	$614K	Buy	9,891 +1,948	+25%	+$112K	0.11%	133
2020 Q3	$419K	Buy	7,943 +412	+5%	+$21.6K	0.09%	143
2020 Q2	$358K	Sell	7,531 -41,208	-85%	-$1.84M	0.11%	131
2020 Q1	$1.97M	Sell	48,739 -852	-2%	-$41.8K	0.82%	28
2019 Q4	$2.67M	Buy	+49,591	New	+$2.56M	0.85%	27

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

Keebeck Wealth Management's IEMG Position: Q1 2026 in Review

Keebeck Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.6% in Q1 2026, selling an estimated $590K and leaving 168,454 shares worth $11.7M. The position accounts for 1.32% of the portfolio, ranked #14.

Keebeck Wealth Management first reported a position in IEMG in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.9M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Keebeck Wealth Management held 168,454 shares of iShares Core MSCI Emerging Markets ETF worth $11.7M as of Q1 2026.
Keebeck Wealth Management sold 8,175 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $590K.
iShares Core MSCI Emerging Markets ETF made up 1.32% of Keebeck Wealth Management's portfolio in Q1 2026, its #14 holding.
Keebeck Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
Keebeck Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $11.9M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.