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

Marcum 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
2025
Q1 		$15.1M Sell
279,029
-16,160
-5% -$870K 1.3% 17
2024
Q4 		$15.4M Sell
295,189
-4,827
-2% -$267K 1.34% 16
2024
Q3 		$17.2M Buy
300,016
+703
+0.2% +$38.1K 1.6% 12
2024
Q2 		$16M Sell
299,313
-198
-0.1% -$10.4K 1.61% 12
2024
Q1 		$15.5M Sell
299,511
-4,691
-2% -$235K 1.57% 12
2023
Q4 		$15.4M Sell
304,202
-6,935
-2% -$336K 1.64% 13
2023
Q3 		$14.8M Buy
311,137
+9,682
+3% +$479K 1.78% 12
2023
Q2 		$14.9M Buy
301,455
+37,651
+14% +$1.84M 1.74% 11
2023
Q1 		$12.9M Sell
263,804
-3,511
-1% -$172K 1.61% 11
2022
Q4 		$12.5M Buy
267,315
+2,403
+0.9% +$109K 1.66% 11
2022
Q3 		$11.4M Sell
264,912
-115,304
-30% -$5.53M 1.73% 10
2022
Q2 		$18.7M Buy
380,216
+85,425
+29% +$4.41M 2.79% 9
2022
Q1 		$16.4M Sell
294,791
-3,842
-1% -$222K 2.26% 10
2021
Q4 		$17.9M Buy
298,633
+21,913
+8% +$1.35M 2.49% 10
2021
Q3 		$17.1M Sell
276,720
-1,847
-0.7% -$118K 2.69% 9
2021
Q2 		$18.7M Sell
278,567
-4,634
-2% -$305K 3.03% 9
2021
Q1 		$18.2M Buy
283,201
+45,718
+19% +$3.01M 3% 9
2020
Q4 		$14.7M Sell
237,483
-920
-0.4% -$53K 3.46% 10
2020
Q3 		$12.6M Sell
238,403
-4,938
-2% -$259K 3.86% 8
2020
Q2 		$11.6M Sell
243,341
-66,706
-22% -$2.98M 3.56% 6
2020
Q1 		$12.5M Buy
310,047
+88,794
+40% +$4.36M 4.86% 7
2019
Q4 		$11.9M Buy
+221,253
New +$11.4M 4.46% 6

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marcum Wealth's IEMG Position: Q1 2025 in Review

Marcum Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.5% in Q1 2025, selling an estimated $870K and leaving 279,029 shares worth $15.1M. The position accounts for 1.3% of the portfolio, ranked #17.

Marcum Wealth first reported a position in IEMG in Q4 2019 and has held it in 22 quarters since. The position peaked at $18.7M in Q2 2021. 1,845 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

  • Marcum Wealth held 279,029 shares of iShares Core MSCI Emerging Markets ETF worth $15.1M as of Q1 2025.
  • Marcum Wealth sold 16,160 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $870K.
  • iShares Core MSCI Emerging Markets ETF made up 1.3% of Marcum Wealth's portfolio in Q1 2025, its #17 holding.
  • Marcum Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $18.7M in Q2 2021.
  • 1,845 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.