Kovitz Investment Group Partners
IEMG icon

Kovitz Investment Group Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kovitz Investment Group Partners’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 		$26.7M Buy
383,067
+146,548
+62% +$10.6M 0.62% 36
2025
Q4 		$15.9M Sell
236,519
-757,316
-76% -$50.8M 0.35% 66
2025
Q3 		$65.5M Buy
993,835
+114,416
+13% +$7.14M 0.26% 86
2025
Q2 		$52.8M Buy
879,419
+64,842
+8% +$3.62M 0.23% 98
2025
Q1 		$44M Buy
814,577
+39,580
+5% +$2.13M 0.22% 100
2024
Q4 		$40.5M Sell
774,997
-5,267
-0.7% -$292K 0.2% 104
2024
Q3 		$43.7M Buy
780,264
+139,294
+22% +$7.54M 0.31% 72
2024
Q2 		$34.3M Buy
640,970
+188,510
+42% +$9.94M 0.29% 58
2024
Q1 		$23.3M Buy
+452,460
New +$22.7M 0.3% 51
2021
Q4 		– Sell
-3,296
Closed -$204K – 433
2021
Q3 		$204K Buy
+3,296
New +$210K ﹤0.01% 419
2019
Q4 		– Sell
-12,409
Closed -$608K – 373
2019
Q3 		$608K Sell
12,409
-1,038
-8% -$51.5K 0.02% 309
2019
Q2 		$692K Buy
13,447
+329
+3% +$16.8K 0.02% 295
2019
Q1 		$678K Buy
+13,118
New +$664K 0.02% 304

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovitz Investment Group Partners's IEMG Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 62% in Q1 2026, buying an estimated $10.6M and bringing the position to 383,067 shares worth $26.7M. The position accounts for 0.62% of the portfolio, ranked #36.

Kovitz Investment Group Partners first reported a position in IEMG in Q1 2019 and has held it in 13 quarters since. The position peaked at $65.5M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Kovitz Investment Group Partners held 383,067 shares of iShares Core MSCI Emerging Markets ETF worth $26.7M as of Q1 2026.
  • Kovitz Investment Group Partners bought 146,548 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $10.6M.
  • iShares Core MSCI Emerging Markets ETF made up 0.62% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #36 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 13 quarters since.
  • Kovitz Investment Group Partners's iShares Core MSCI Emerging Markets ETF position peaked at $65.5M in Q3 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.