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

MBA 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	$513K	Sell	7,349 -4	-0.1%	-$289	0.2%	82
2025 Q4	$494K	Sell	7,353 -3	-0%	-$201	0.2%	87
2025 Q3	$485K	Hold	7,356	–	–	0.21%	86
2025 Q2	$442K	Hold	7,356	–	–	0.2%	89
2025 Q1	$397K	Buy	7,356 +400	+6%	+$21.5K	0.2%	91
2024 Q4	$363K	Buy	6,956 +11	+0.2%	+$609	0.18%	93
2024 Q3	$399K	Sell	6,945 -418	-6%	-$22.6K	0.19%	91
2024 Q2	$394K	Sell	7,363 -530	-7%	-$27.9K	0.2%	84
2024 Q1	$407K	Sell	7,893 -3,077	-28%	-$154K	0.21%	86
2023 Q4	$555K	Sell	10,970 -1,424	-11%	-$69K	0.31%	71
2023 Q3	$590K	Sell	12,394 -1,383	-10%	-$68.4K	0.36%	64
2023 Q2	$679K	Buy	13,777 +729	+6%	+$35.6K	0.41%	60
2023 Q1	$637K	Hold	13,048	–	–	0.4%	61
2022 Q4	$609K	Sell	13,048 -3,098	-19%	-$141K	0.4%	63
2022 Q3	$694K	Sell	16,146 -1,600	-9%	-$76.7K	0.5%	54
2022 Q2	$871K	Sell	17,746 -108	-0.6%	-$5.58K	0.6%	45
2022 Q1	$992K	Buy	17,854 +217	+1%	+$12.5K	0.61%	46
2021 Q4	$1.06M	Sell	17,637 -79	-0.4%	-$4.88K	0.65%	43
2021 Q3	$1.09M	Sell	17,716 -186	-1%	-$11.8K	0.81%	36
2021 Q2	$1.2K	Sell	17,902 -300	-2%	-$19.8K	0.56%	34
2021 Q1	$1.17K	Buy	+18,202	New	+$1.2M	0.64%	32

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

MBA Advisors's IEMG Position: Q1 2026 in Review

MBA Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.05% in Q1 2026, selling an estimated $289 and leaving 7,349 shares worth $513K. The position accounts for 0.2% of the portfolio, ranked #82.

MBA Advisors first reported a position in IEMG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q3 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

MBA Advisors held 7,349 shares of iShares Core MSCI Emerging Markets ETF worth $513K as of Q1 2026.
MBA Advisors sold 4 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $289.
iShares Core MSCI Emerging Markets ETF made up 0.2% of MBA Advisors's portfolio in Q1 2026, its #82 holding.
MBA Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
MBA Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.09M in Q3 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.