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

LJI 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
2026 Q1	$1.19M	Sell	17,006 -16,433	-49%	-$1.19M	0.19%	51
2025 Q4	$2.25M	Buy	33,439 +22,265	+199%	+$1.49M	0.34%	33
2025 Q3	$737K	Sell	11,174 -22,263	-67%	-$1.39M	0.13%	61
2025 Q2	$2.01M	Sell	33,437 -1,889	-5%	-$105K	0.35%	33
2025 Q1	$1.91M	Sell	35,326 -462	-1%	-$24.9K	0.38%	33
2024 Q4	$1.87M	Sell	35,788 -4,781	-12%	-$265K	0.37%	32
2024 Q3	$2.33M	Sell	40,569 -423	-1%	-$22.9K	0.48%	29
2024 Q2	$2.19M	Sell	40,992 -1,135	-3%	-$59.8K	0.49%	30
2024 Q1	$2.17M	Buy	42,127 +4,279	+11%	+$214K	0.56%	25
2023 Q4	$1.91M	Sell	37,848 -2,550	-6%	-$124K	0.5%	27
2023 Q3	$1.92M	Sell	40,398 -966,665	-96%	-$47.8M	0.55%	28
2023 Q2	$1.9M	Buy	1,007,063 +971,270	+2,714%	+$47.4M	0.55%	27
2023 Q1	$1.75M	Buy	35,793 +6,712	+23%	+$329K	0.55%	27
2022 Q4	$1.36M	Buy	+29,081	New	+$1.32M	0.48%	31

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

LJI Wealth Management's IEMG Position: Q1 2026 in Review

LJI Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 49% in Q1 2026, selling an estimated $1.19M and leaving 17,006 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #51.

LJI Wealth Management first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.33M in Q3 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

LJI Wealth Management held 17,006 shares of iShares Core MSCI Emerging Markets ETF worth $1.19M as of Q1 2026.
LJI Wealth Management sold 16,433 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.19M.
iShares Core MSCI Emerging Markets ETF made up 0.19% of LJI Wealth Management's portfolio in Q1 2026, its #51 holding.
LJI Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.33M in Q3 2024.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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