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LM Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

LM Advisors’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 		$66.4K Sell
4,618
-10
-0.2% -$722 1.05% 24
2025
Q4 		$68.8K Sell
4,628
-64,329
-93% -$4.32M 1.24% 21
2025
Q3 		$4.55M Sell
68,957
-512
-0.7% -$31.9K 0.65% 26
2025
Q2 		$4.17M Hold
69,469
– – 0.54% 28
2025
Q1 		$3.75M Buy
69,469
+1,207
+2% +$65K 0.68% 30
2024
Q4 		$3.56M Buy
68,262
+5,584
+9% +$309K 0.64% 34
2024
Q3 		$3.6M Sell
62,678
-6,909
-10% -$374K 0.73% 31
2024
Q2 		$3.73M Buy
69,587
+1,334
+2% +$70.3K 0.01% 50
2024
Q1 		$3.52M Buy
68,253
+1,366
+2% +$68.4K 0.56% 36
2023
Q4 		$3.38M Buy
+66,887
New +$3.24M 0.68% 31

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

LM Advisors's IEMG Position: Q1 2026 in Review

LM Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.22% in Q1 2026, selling an estimated $722 and leaving 4,618 shares worth $66.4K. The position accounts for 1.05% of the portfolio, ranked #24.

LM Advisors first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.55M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • LM Advisors held 4,618 shares of iShares Core MSCI Emerging Markets ETF worth $66.4K as of Q1 2026.
  • LM Advisors sold 10 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $722.
  • iShares Core MSCI Emerging Markets ETF made up 1.05% of LM Advisors's portfolio in Q1 2026, its #24 holding.
  • LM Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $4.55M in Q3 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.