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Live Oak Private Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Live Oak Private Wealth’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 		$528K Sell
7,568
-162
-2% -$11.7K 0.07% 128
2025
Q4 		$520K Sell
7,730
-81
-1% -$5.43K 0.07% 128
2025
Q3 		$515K Sell
7,811
-33
-0.4% -$2.06K 0.07% 129
2025
Q2 		$471K Sell
7,844
-572
-7% -$31.9K 0.07% 132
2025
Q1 		$454K Buy
8,416
+574
+7% +$30.9K 0.07% 131
2024
Q4 		$410K Buy
7,842
+15
+0.2% +$831 0.07% 133
2024
Q3 		$449K Buy
7,827
+251
+3% +$13.6K 0.07% 123
2024
Q2 		$406K Buy
7,576
+653
+9% +$34.4K 0.07% 124
2024
Q1 		$357K Buy
6,923
+733
+12% +$36.7K 0.06% 127
2023
Q4 		$313K Sell
6,190
-553
-8% -$26.8K 0.06% 128
2023
Q3 		$321K Buy
6,743
+380
+6% +$18.8K 0.07% 118
2023
Q2 		$314K Buy
6,363
+1,558
+32% +$76.1K 0.06% 124
2023
Q1 		$234K Sell
4,805
-136
-3% -$6.67K 0.05% 141
2022
Q4 		$231K Buy
+4,941
New +$225K 0.05% 152
2022
Q2 		– Sell
-4,545
Closed -$252K – 176
2022
Q1 		$252K Buy
4,545
+519
+13% +$30K 0.05% 154
2021
Q4 		$241K Sell
4,026
-6
-0.1% -$370 0.05% 164
2021
Q3 		$249K Buy
4,032
+209
+5% +$13.3K 0.05% 161
2021
Q2 		$256K Buy
+3,823
New +$252K 0.06% 145

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

Live Oak Private Wealth's IEMG Position: Q1 2026 in Review

Live Oak Private Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.1% in Q1 2026, selling an estimated $11.7K and leaving 7,568 shares worth $528K. The position accounts for 0.07% of the portfolio, ranked #128.

Live Oak Private Wealth first reported a position in IEMG in Q2 2021 and has held it in 18 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Live Oak Private Wealth held 7,568 shares of iShares Core MSCI Emerging Markets ETF worth $528K as of Q1 2026.
  • Live Oak Private Wealth sold 162 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $11.7K.
  • iShares Core MSCI Emerging Markets ETF made up 0.07% of Live Oak Private Wealth's portfolio in Q1 2026, its #128 holding.
  • Live Oak Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2021 and has held it in 18 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.