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Leo Wealth LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Leo Wealth LLC’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 		$782K Buy
11,204
+534
+5% +$38.5K 0.06% 212
2025
Q4 		$717K Buy
10,670
+3,748
+54% +$251K 0.05% 216
2025
Q3 		$456K Sell
6,922
-606
-8% -$37.8K 0.06% 190
2025
Q2 		$433K Buy
7,528
+497
+7% +$27.7K 0.03% 257
2025
Q1 		$379K Sell
7,031
-181
-3% -$9.74K 0.05% 196
2024
Q4 		$377K Buy
7,212
+233
+3% +$12.9K 0.03% 260
2024
Q3 		$401K Hold
6,979
– – 0.04% 249
2024
Q2 		$374K Buy
6,979
+202
+3% +$10.7K 0.04% 249
2024
Q1 		$350K Sell
6,777
-173
-2% -$8.66K 0.04% 252
2023
Q4 		$352K Buy
+6,950
New +$337K 0.04% 244

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

Leo Wealth LLC's IEMG Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5% in Q1 2026, buying an estimated $38.5K and bringing the position to 11,204 shares worth $782K. The position accounts for 0.06% of the portfolio, ranked #212.

Leo Wealth LLC first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Leo Wealth LLC held 11,204 shares of iShares Core MSCI Emerging Markets ETF worth $782K as of Q1 2026.
  • Leo Wealth LLC bought 534 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $38.5K.
  • iShares Core MSCI Emerging Markets ETF made up 0.06% of Leo Wealth LLC's portfolio in Q1 2026, its #212 holding.
  • Leo Wealth LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.