Kestra Private Wealth Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kestra Private Wealth Services’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	$28.7M	Buy	411,337 +5,410	+1%	+$390K	0.35%	51
2025 Q4	$27.3M	Buy	405,927 +8,501	+2%	+$570K	0.34%	54
2025 Q3	$26.2M	Buy	397,426 +23,314	+6%	+$1.45M	0.34%	51
2025 Q2	$22.5M	Buy	374,112 +16,019	+4%	+$894K	0.32%	60
2025 Q1	$19.3M	Buy	358,093 +14,430	+4%	+$777K	0.32%	64
2024 Q4	$17.9M	Buy	343,663 +24,129	+8%	+$1.34M	0.3%	63
2024 Q3	$18.3M	Buy	319,534 +32,493	+11%	+$1.76M	0.34%	58
2024 Q2	$15.4M	Buy	287,041 +4,449	+2%	+$235K	0.31%	68
2024 Q1	$14.6M	Buy	282,592 +4,011	+1%	+$201K	0.33%	71
2023 Q4	$14.1M	Buy	278,581 +21,319	+8%	+$1.03M	0.36%	64
2023 Q3	$12.2M	Buy	257,262 +6,644	+3%	+$329K	0.38%	58
2023 Q2	$12.4M	Buy	250,618 +21,630	+9%	+$1.06M	0.42%	52
2023 Q1	$11.2M	Buy	228,988 +114,789	+101%	+$5.63M	0.44%	53
2022 Q4	$5.33M	Buy	114,199 +29,685	+35%	+$1.35M	0.27%	102
2022 Q3	$3.63M	Buy	84,514 +2,061	+2%	+$98.8K	0.21%	118
2022 Q2	$4.04M	Sell	82,453 -11,821	-13%	-$611K	0.23%	112
2022 Q1	$5.24M	Buy	94,274 +3,371	+4%	+$195K	0.26%	90
2021 Q4	$5.44M	Buy	90,903 +32,320	+55%	+$1.99M	0.26%	92
2021 Q3	$3.62M	Buy	58,583 +19,911	+51%	+$1.27M	0.2%	124
2021 Q2	$2.59M	Sell	38,672 -237	-0.6%	-$15.6K	0.16%	147
2021 Q1	$2.5M	Sell	38,909 -1,227	-3%	-$80.7K	0.17%	140
2020 Q4	$2.49M	Sell	40,136 -246	-0.6%	-$14.2K	0.18%	132
2020 Q3	$2.13M	Buy	+40,382	New	+$2.12M	0.19%	122

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

Kestra Private Wealth Services's IEMG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.3% in Q1 2026, buying an estimated $390K and bringing the position to 411,337 shares worth $28.7M. The position accounts for 0.35% of the portfolio, ranked #51.

Kestra Private Wealth Services first reported a position in IEMG in Q3 2020 and has held it in 23 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Kestra Private Wealth Services held 411,337 shares of iShares Core MSCI Emerging Markets ETF worth $28.7M as of Q1 2026.
Kestra Private Wealth Services bought 5,410 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $390K.
iShares Core MSCI Emerging Markets ETF made up 0.35% of Kestra Private Wealth Services's portfolio in Q1 2026, its #51 holding.
Kestra Private Wealth Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and has held it in 23 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.