Lantern Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$691K Sell
9,904
-2,126
-18% -$153K 0.35% 78
2025
Q4
$809K Buy
12,030
+485
+4% +$32.5K 0.43% 59
2025
Q3
$761K Sell
11,545
-5,712
-33% -$356K 0.4% 63
2025
Q2
$1.04M Buy
+17,257
New +$963K 0.62% 47
2024
Q4
$550K Sell
10,538
-544
-5% -$30.1K 0.36% 69
2024
Q3
$636K Buy
11,082
+1,104
+11% +$59.8K 0.44% 56
2024
Q2
$534K Sell
9,978
-544
-5% -$28.7K 0.39% 64
2024
Q1
$540K Sell
10,522
-1,823
-15% -$91.3K 0.38% 68
2023
Q4
$624K Buy
+12,345
New +$598K 0.49% 52

Other funds holding IEMG

Lantern Wealth Advisors's IEMG Position: Q1 2026 in Review

Lantern Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q1 2026, selling an estimated $153K and leaving 9,904 shares worth $691K. The position accounts for 0.35% of the portfolio, ranked #78.

Lantern Wealth Advisors first reported a position in IEMG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Lantern Wealth Advisors held 9,904 shares of iShares Core MSCI Emerging Markets ETF worth $691K as of Q1 2026.
  • Lantern Wealth Advisors sold 2,126 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $153K.
  • iShares Core MSCI Emerging Markets ETF made up 0.35% of Lantern Wealth Advisors's portfolio in Q1 2026, its #78 holding.
  • Lantern Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 9 quarters since.
  • Lantern Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.04M in Q2 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.