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Litman Gregory Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Litman Gregory Wealth Management’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
Q4 		$45.1M Sell
670,474
-25,579
-4% -$1.72M 3.29% 6
2025
Q3 		$45.9M Sell
696,053
-3,880
-0.6% -$242K 3.41% 6
2025
Q2 		$42M Buy
699,933
+67,604
+11% +$3.77M 3.3% 6
2025
Q1 		$34.1M Sell
632,329
-54,126
-8% -$2.91M 2.93% 8
2024
Q4 		$35.8M Sell
686,455
-26,772
-4% -$1.48M 3.11% 8
2024
Q3 		$40.9M Sell
713,227
-942
-0.1% -$51K 3.42% 7
2024
Q2 		$38.2M Sell
714,169
-232,196
-25% -$12.2M 3.39% 8
2024
Q1 		$48.8M Sell
946,365
-13,092
-1% -$656K 4.43% 8
2023
Q4 		$48.5M Buy
959,457
+27,928
+3% +$1.35M 4.6% 9
2023
Q3 		$44.3M Buy
931,529
+46,862
+5% +$2.32M 4.57% 8
2023
Q2 		$43.6M Buy
+884,667
New +$43.2M 5.44% 8
2023
Q1 		– Sell
-780,059
Closed -$36.4M – 64
2022
Q4 		$36.4M Buy
780,059
+3,394
+0.4% +$154K 5.09% 8
2022
Q3 		$33.4M Buy
776,665
+290,912
+60% +$13.9M 5.34% 8
2022
Q2 		$23.8M Buy
485,753
+57,013
+13% +$2.95M 3.51% 10
2022
Q1 		$23.8M Buy
428,740
+117,090
+38% +$6.77M 3.48% 8
2021
Q4 		$18.7M Buy
311,650
+60,268
+24% +$3.72M 3.17% 8
2021
Q3 		$15.5M Buy
251,382
+234,920
+1,427% +$15M 2.92% 7
2021
Q2 		$16.5M Sell
16,462
-231,069
-93% -$15.2M 3.07% 7
2021
Q1 		$15.9M Sell
247,531
-1,320
-0.5% -$86.8K 3.12% 8
2020
Q4 		$15.4M Sell
248,851
-169
-0.1% -$9.74K 2.84% 9
2020
Q3 		$13.1M Sell
249,020
-1,217
-0.5% -$63.8K 2.72% 9
2020
Q2 		$11.9M Buy
250,237
+23,535
+10% +$1.05M 2.63% 9
2020
Q1 		$9.18M Buy
226,702
+113,821
+101% +$5.59M 2.31% 11
2019
Q4 		$6.07M Buy
112,881
+395
+0.4% +$20.4K 1.35% 14
2019
Q3 		$5.51M Buy
112,486
+184
+0.2% +$9.12K 1.35% 14
2019
Q2 		$5.78M Sell
112,302
-355
-0.3% -$18.1K 1.52% 12
2019
Q1 		$5.83M Buy
112,657
+2,222
+2% +$113K 1.59% 12
2018
Q4 		$5.21M Buy
110,435
+23,755
+27% +$1.15M 1.6% 12
2018
Q3 		$4.49M Buy
86,680
+3,617
+4% +$189K 1.51% 13
2018
Q2 		$4.36M Buy
+83,063
New +$4.66M 1.72% 12

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Litman Gregory Wealth Management's IEMG Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.7% in Q4 2025, selling an estimated $1.72M and leaving 670,474 shares worth $45.1M. The position accounts for 3.29% of the portfolio, ranked #6.

Litman Gregory Wealth Management first reported a position in IEMG in Q2 2018 and has held it in 30 quarters since. The position peaked at $48.8M in Q1 2024. 2,227 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

  • Litman Gregory Wealth Management held 670,474 shares of iShares Core MSCI Emerging Markets ETF worth $45.1M as of Q4 2025.
  • Litman Gregory Wealth Management sold 25,579 iShares Core MSCI Emerging Markets ETF shares in Q4 2025, an estimated $1.72M.
  • iShares Core MSCI Emerging Markets ETF made up 3.29% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #6 holding.
  • Litman Gregory Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and has held it in 30 quarters since.
  • Litman Gregory Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $48.8M in Q1 2024.
  • 2,227 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.