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Lane & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lane & Associates’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
2025
Q1 		$804K Sell
14,897
-507
-3% -$27.3K 0.43% 46
2024
Q4 		$816K Sell
15,404
-13,862
-47% -$768K 0.42% 48
2024
Q3 		$1.68M Sell
29,266
-28,370
-49% -$1.54M 0.91% 28
2024
Q2 		$3.09M Buy
57,636
+5,508
+11% +$290K 1.82% 16
2024
Q1 		$2.69M Buy
52,128
+2,862
+6% +$143K 1.69% 16
2023
Q4 		$2.49M Buy
49,266
+2,822
+6% +$137K 1.81% 15
2023
Q3 		$2.21M Sell
46,444
-1,953
-4% -$96.7K 1.78% 14
2023
Q2 		$2.39M Buy
48,397
+14,749
+44% +$720K 1.9% 12
2023
Q1 		$1.64M Buy
+33,648
New +$1.65M 1.46% 14

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lane & Associates's IEMG Position: Q1 2025 in Review

Lane & Associates reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.3% in Q1 2025, selling an estimated $27.3K and leaving 14,897 shares worth $804K. The position accounts for 0.43% of the portfolio, ranked #46.

Lane & Associates first reported a position in IEMG in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.09M in Q2 2024. 1,845 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

  • Lane & Associates held 14,897 shares of iShares Core MSCI Emerging Markets ETF worth $804K as of Q1 2025.
  • Lane & Associates sold 507 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $27.3K.
  • iShares Core MSCI Emerging Markets ETF made up 0.43% of Lane & Associates's portfolio in Q1 2025, its #46 holding.
  • Lane & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 9 quarters since.
  • Lane & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $3.09M in Q2 2024.
  • 1,845 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.