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

Keystone 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	$2.14M	Buy	30,745 +993	+3%	+$71.7K	0.46%	53
2025 Q4	$2M	Buy	29,752 +1,801	+6%	+$121K	0.42%	50
2025 Q3	$1.84M	Buy	+27,951	New	+$1.74M	0.4%	57
2022 Q3	–	Sell	-5,333	Closed	-$262K	–	167
2022 Q2	$262K	Buy	+5,333	New	+$276K	0.12%	136
2022 Q1	–	Sell	-20,462	Closed	-$1.23M	–	186
2021 Q4	$1.23M	Buy	+20,462	New	+$1.26M	0.5%	51

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

Keystone Wealth Services's IEMG Position: Q1 2026 in Review

Keystone Wealth Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.3% in Q1 2026, buying an estimated $71.7K and bringing the position to 30,745 shares worth $2.14M. The position accounts for 0.46% of the portfolio, ranked #53.

Keystone Wealth Services first reported a position in IEMG in Q4 2021 and has held it in 5 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Keystone Wealth Services held 30,745 shares of iShares Core MSCI Emerging Markets ETF worth $2.14M as of Q1 2026.
Keystone Wealth Services bought 993 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $71.7K.
iShares Core MSCI Emerging Markets ETF made up 0.46% of Keystone Wealth Services's portfolio in Q1 2026, its #53 holding.
Keystone Wealth Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 5 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.