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

MBL 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
2026 Q3	$56.5M	Buy	696,314 +28,218	+4%	+$2.27M	3.38%	4
2026 Q2	$55.3M	Buy	668,096 +11,969	+2%	+$954K	3.78%	4
2026 Q1	$45.8M	Buy	656,127 +16,790	+3%	+$1.21M	3.46%	5
2025 Q4	$43M	Buy	639,337 +15,160	+2%	+$1.02M	3.44%	5
2025 Q3	$41.1M	Buy	624,177 +4,568	+0.7%	+$285K	3.59%	4
2025 Q2	$37.2M	Buy	619,609 +13,412	+2%	+$748K	3.56%	5
2025 Q1	$32.7M	Buy	606,197 +36,712	+6%	+$1.98M	3.31%	8
2024 Q4	$29.7M	Buy	569,485 +29,412	+5%	+$1.63M	2.98%	8
2024 Q3	$31M	Buy	540,073 +9,584	+2%	+$519K	3.33%	7
2024 Q2	$28.4M	Buy	530,489 +13,366	+3%	+$705K	3.17%	7
2024 Q1	$26.7M	Buy	517,123 +13,715	+3%	+$687K	3.03%	7
2023 Q4	$25.5M	Sell	503,408 -1,777	-0.4%	-$86.1K	3.19%	7
2023 Q3	$24M	Sell	505,185 -10,605	-2%	-$525K	3.38%	7
2023 Q2	$25.4M	Buy	515,790 +38,603	+8%	+$1.89M	3.59%	7
2023 Q1	$23.3M	Buy	477,187 +65,513	+16%	+$3.21M	3.64%	6
2022 Q4	$19.2M	Buy	411,674 +15,993	+4%	+$727K	3.68%	8
2022 Q3	$17M	Sell	395,681 -30,863	-7%	-$1.48M	3.67%	7
2022 Q2	$20.9M	Buy	426,544 +89,058	+26%	+$4.6M	5.22%	3
2022 Q1	$18.7M	Buy	+337,486	New	+$19.5M	4.57%	3
2021 Q3	$15.3M	Buy	+247,333	New	+$15.7M	5.28%	3
2021 Q1	$13.4M	Buy	208,135 +11,170	+6%	+$735K	4.67%	2
2020 Q4	$12.2M	Buy	+196,965	New	+$11.4M	4.84%	2

Other funds holding IEMG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MBL Wealth's IEMG Position: Q3 2026 in Review

MBL Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.2% in Q3 2026, buying an estimated $2.27M and bringing the position to 696,314 shares worth $56.5M. The position accounts for 3.38% of the portfolio, ranked #4.

MBL Wealth first reported a position in IEMG in Q4 2020 and has held it in 22 quarters since. 2,231 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

MBL Wealth held 696,314 shares of iShares Core MSCI Emerging Markets ETF worth $56.5M as of Q3 2026.
MBL Wealth bought 28,218 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $2.27M.
iShares Core MSCI Emerging Markets ETF made up 3.38% of MBL Wealth's portfolio in Q3 2026, its #4 holding.
MBL Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
2,231 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.