Level Four Advisory Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Level Four Advisory Services’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	$3.13M	Buy	44,886 +3,261	+8%	+$235K	0.1%	232
2025 Q4	$2.8M	Buy	41,625 +6,784	+19%	+$455K	0.09%	241
2025 Q3	$2.3M	Buy	34,841 +5,108	+17%	+$319K	0.08%	260
2025 Q2	$1.78M	Sell	29,733 -250	-0.8%	-$13.9K	0.07%	267
2025 Q1	$1.62M	Buy	29,983 +11,003	+58%	+$592K	0.07%	271
2024 Q4	$991K	Sell	18,980 -1,707	-8%	-$94.5K	0.04%	349
2024 Q3	$1.15M	Buy	20,687 +2,767	+15%	+$150K	0.05%	317
2024 Q2	$959K	Buy	17,920 +5,470	+44%	+$288K	0.04%	342
2024 Q1	$630K	Hold	12,450	–	–	0.03%	409
2023 Q4	$630K	Sell	12,450 -776	-6%	-$37.6K	0.04%	405
2023 Q3	$629K	Buy	13,226 +621	+5%	+$30.7K	0.04%	382
2023 Q2	$621K	Buy	12,605 +4,114	+48%	+$201K	0.04%	414
2023 Q1	$414K	Sell	8,491 -3,627	-30%	-$178K	0.03%	482
2022 Q4	$566K	Buy	+12,118	New	+$551K	0.04%	372
2022 Q3	–	Sell	-8,121	Closed	-$398K	–	564
2022 Q2	$398K	Sell	8,121 -2,798	-26%	-$145K	0.04%	382
2022 Q1	$607K	Sell	10,919 -4,132	-27%	-$239K	0.05%	343
2021 Q4	$901K	Sell	15,051 -3,318	-18%	-$205K	0.07%	275
2021 Q3	$1.13M	Sell	18,369 -39,267	-68%	-$2.5M	0.12%	178
2021 Q2	$3.86M	Buy	57,636 +233	+0.4%	+$15.4K	0.27%	93
2021 Q1	$3.69M	Buy	57,403 +6,179	+12%	+$407K	0.29%	88
2020 Q4	$3.18M	Buy	51,224 +13,922	+37%	+$803K	0.26%	107
2020 Q3	$1.97M	Sell	37,302 -9,632	-21%	-$505K	0.15%	147
2020 Q2	$2.22M	Sell	46,934 -6,051	-11%	-$270K	0.17%	144
2020 Q1	$2.14M	Sell	52,985 -456	-0.9%	-$22.4K	0.26%	100
2019 Q4	$2.87M	Buy	53,441 +13,417	+34%	+$691K	0.11%	185
2019 Q3	$1.96M	Buy	40,024 +292	+0.7%	+$14.5K	0.2%	112
2019 Q2	$2.04M	Buy	39,732 +20,563	+107%	+$1.05M	0.21%	108
2019 Q1	$992K	Sell	19,169 -7,521	-28%	-$381K	0.11%	194
2018 Q4	$1.26M	Sell	26,690 -22,216	-45%	-$1.07M	0.16%	147
2018 Q3	$2.53M	Sell	48,906 -73,651	-60%	-$3.84M	0.27%	87
2018 Q2	$6.44M	Buy	122,557 +20,977	+21%	+$1.18M	0.47%	50
2018 Q1	$5.93M	Buy	101,580 +10,311	+11%	+$610K	0.46%	51
2017 Q4	$5.19M	Buy	91,269 +2,936	+3%	+$164K	0.4%	59
2017 Q3	$4.77M	Buy	88,333 +77,152	+690%	+$4.09M	0.42%	53
2017 Q2	$536K	Sell	11,181 -41,300	-79%	-$2.04M	0.08%	243
2017 Q1	$2.51M	Sell	52,481 -623	-1%	-$28.7K	0.26%	89
2016 Q4	$2.25M	Buy	+53,104	New	+$2.33M	0.29%	69

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Level Four Advisory Services's IEMG Position: Q1 2026 in Review

Level Four Advisory Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.8% in Q1 2026, buying an estimated $235K and bringing the position to 44,886 shares worth $3.13M. The position accounts for 0.1% of the portfolio, ranked #232.

Level Four Advisory Services first reported a position in IEMG in Q4 2016 and has held it in 37 quarters since. The position peaked at $6.44M in Q2 2018. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Level Four Advisory Services held 44,886 shares of iShares Core MSCI Emerging Markets ETF worth $3.13M as of Q1 2026.
Level Four Advisory Services bought 3,261 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $235K.
iShares Core MSCI Emerging Markets ETF made up 0.1% of Level Four Advisory Services's portfolio in Q1 2026, its #232 holding.
Level Four Advisory Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 37 quarters since.
Level Four Advisory Services's iShares Core MSCI Emerging Markets ETF position peaked at $6.44M in Q2 2018.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.