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Lutz Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lutz Financial 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 		$6.2M Sell
88,939
-465
-0.5% -$33.6K 0.42% 41
2025
Q4 		$6.01M Buy
89,404
+3,637
+4% +$244K 0.41% 42
2025
Q3 		$5.65M Sell
85,767
-1,214
-1% -$75.7K 0.41% 42
2025
Q2 		$5.22M Sell
86,981
-389
-0.4% -$21.7K 0.41% 42
2025
Q1 		$4.72M Sell
87,370
-1,667
-2% -$89.7K 0.39% 43
2024
Q4 		$4.65M Buy
89,037
+3,307
+4% +$183K 0.38% 47
2024
Q3 		$4.92M Sell
85,730
-1,656
-2% -$89.6K 0.4% 44
2024
Q2 		$4.68M Sell
87,386
-9,154
-9% -$483K 0.41% 42
2024
Q1 		$4.98M Sell
96,540
-762
-0.8% -$38.2K 0.44% 41
2023
Q4 		$4.92M Buy
97,302
+10,664
+12% +$517K 0.46% 42
2023
Q3 		$4.12M Sell
86,638
-1,461
-2% -$72.3K 0.45% 43
2023
Q2 		$4.34M Sell
88,099
-3,276
-4% -$160K 0.47% 42
2023
Q1 		$4.46M Sell
91,375
-1,990
-2% -$97.6K 0.51% 40
2022
Q4 		$4.36M Sell
93,365
-4,309
-4% -$196K 0.54% 41
2022
Q3 		$4.2M Sell
97,674
-38,903
-28% -$1.86M 0.57% 38
2022
Q2 		$6.7M Buy
136,577
+42,107
+45% +$2.18M 0.89% 31
2022
Q1 		$5.25M Buy
94,470
+85
+0.1% +$4.91K 0.65% 32
2021
Q4 		$5.65M Sell
94,385
-9,661
-9% -$596K 0.69% 32
2021
Q3 		$6.43M Buy
104,046
+9,884
+10% +$629K 0.83% 30
2021
Q2 		$6.31M Sell
94,162
-1,886
-2% -$124K 0.84% 30
2021
Q1 		$6.18M Sell
96,048
-3,477
-3% -$229K 0.91% 28
2020
Q4 		$6.17M Sell
99,525
-267
-0.3% -$15.4K 1.01% 28
2020
Q3 		$5.27M Sell
99,792
-1,084
-1% -$56.8K 1.02% 27
2020
Q2 		$4.8M Sell
100,876
-39,826
-28% -$1.78M 0.98% 27
2020
Q1 		$5.69M Buy
140,702
+21,478
+18% +$1.05M 1.27% 27
2019
Q4 		$6.41M Buy
119,224
+1,288
+1% +$66.4K 1.14% 23
2019
Q3 		$5.78M Buy
117,936
+6,561
+6% +$325K 1.11% 24
2019
Q2 		$5.73M Buy
111,375
+4,913
+5% +$251K 1.12% 22
2019
Q1 		$5.5M Sell
106,462
-3,865
-4% -$196K 1.12% 22
2018
Q4 		$5.2M Buy
+110,327
New +$5.33M 1.16% 25

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

Lutz Financial Services's IEMG Position: Q1 2026 in Review

Lutz Financial Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.52% in Q1 2026, selling an estimated $33.6K and leaving 88,939 shares worth $6.2M. The position accounts for 0.42% of the portfolio, ranked #41.

Lutz Financial Services first reported a position in IEMG in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.7M in Q2 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Lutz Financial Services held 88,939 shares of iShares Core MSCI Emerging Markets ETF worth $6.2M as of Q1 2026.
  • Lutz Financial Services sold 465 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $33.6K.
  • iShares Core MSCI Emerging Markets ETF made up 0.42% of Lutz Financial Services's portfolio in Q1 2026, its #41 holding.
  • Lutz Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
  • Lutz Financial Services's iShares Core MSCI Emerging Markets ETF position peaked at $6.7M in Q2 2022.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.