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Lauterbach Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lauterbach Financial Advisors’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 		$1.55M Buy
22,213
+658
+3% +$47.5K 0.76% 20
2025
Q4 		$1.45M Sell
21,555
-2,521
-10% -$169K 0.71% 22
2025
Q3 		$1.59M Buy
24,076
+170
+0.7% +$10.6K 0.8% 19
2025
Q2 		$1.44M Buy
23,906
+712
+3% +$39.7K 0.79% 21
2025
Q1 		$1.25M Buy
23,194
+2,421
+12% +$130K 0.78% 19
2024
Q4 		$1.08M Buy
20,773
+1,848
+10% +$102K 0.66% 24
2024
Q3 		$1.09M Sell
18,925
-3,343
-15% -$181K 0.66% 23
2024
Q2 		$1.16M Sell
22,268
-1,325
-6% -$69.9K 0.77% 20
2024
Q1 		$1.22M Buy
23,593
+11,576
+96% +$580K 0.8% 20
2023
Q4 		$608K Buy
12,017
+1,556
+15% +$75.4K 0.42% 28
2023
Q3 		$498K Buy
10,461
+3
+0% +$148 0.39% 31
2023
Q2 		$515K Buy
10,458
+2,562
+32% +$125K 0.39% 30
2023
Q1 		$385K Sell
7,896
-348
-4% -$17.1K 0.31% 36
2022
Q4 		$385K Buy
8,244
+2,450
+42% +$111K 0.34% 31
2022
Q3 		$249K Sell
5,794
-1,581
-21% -$75.8K 0.25% 42
2022
Q2 		$362K Buy
7,375
+2,671
+57% +$138K 0.34% 28
2022
Q1 		$261K Buy
4,704
+184
+4% +$10.6K 0.24% 38
2021
Q4 		$271K Buy
+4,520
New +$279K 0.24% 38

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

Lauterbach Financial Advisors's IEMG Position: Q1 2026 in Review

Lauterbach Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.1% in Q1 2026, buying an estimated $47.5K and bringing the position to 22,213 shares worth $1.55M. The position accounts for 0.76% of the portfolio, ranked #20.

Lauterbach Financial Advisors first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.59M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Lauterbach Financial Advisors held 22,213 shares of iShares Core MSCI Emerging Markets ETF worth $1.55M as of Q1 2026.
  • Lauterbach Financial Advisors bought 658 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $47.5K.
  • iShares Core MSCI Emerging Markets ETF made up 0.76% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Lauterbach Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Lauterbach Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.59M in Q3 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.