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

Marks Group 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	$16.9M	Buy	242,992 +17,454	+8%	+$1.26M	1.63%	6
2025 Q4	$15.2M	Buy	225,538 +47,939	+27%	+$3.22M	1.45%	11
2025 Q3	$11.7M	Buy	177,599 +40,253	+29%	+$2.51M	1.09%	16
2025 Q2	$8.24M	Buy	137,346 +63,458	+86%	+$3.54M	0.77%	64
2025 Q1	$3.99M	Buy	73,888 +42,330	+134%	+$2.28M	0.38%	86
2024 Q4	$1.65M	Buy	31,558 +1,012	+3%	+$56K	0.16%	130
2024 Q3	$1.75M	Sell	30,546 -35,937	-54%	-$1.95M	0.17%	134
2024 Q2	$3.56M	Buy	66,483 +1,084	+2%	+$57.2K	0.37%	84
2024 Q1	$3.37M	Buy	65,399 +2,866	+5%	+$144K	0.35%	88
2023 Q4	$3.16M	Sell	62,533 -7,911	-11%	-$383K	0.36%	88
2023 Q3	$3.35M	Sell	70,444 -32,728	-32%	-$1.62M	0.42%	86
2023 Q2	$5.09M	Buy	103,172 +4,652	+5%	+$227K	0.6%	72
2023 Q1	$4.81M	Buy	+98,520	New	+$4.83M	0.61%	73

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

Marks Group Wealth Management's IEMG Position: Q1 2026 in Review

Marks Group Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.7% in Q1 2026, buying an estimated $1.26M and bringing the position to 242,992 shares worth $16.9M. The position accounts for 1.63% of the portfolio, ranked #6.

Marks Group Wealth Management first reported a position in IEMG in Q1 2023 and has held it in 13 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Marks Group Wealth Management held 242,992 shares of iShares Core MSCI Emerging Markets ETF worth $16.9M as of Q1 2026.
Marks Group Wealth Management bought 17,454 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.26M.
iShares Core MSCI Emerging Markets ETF made up 1.63% of Marks Group Wealth Management's portfolio in Q1 2026, its #6 holding.
Marks Group Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 13 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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