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McKinley Carter Wealth Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

McKinley Carter Wealth 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 		$13M Sell
186,059
-142,918
-43% -$10.3M 0.75% 28
2025
Q4 		$22.1M Sell
328,977
-103,827
-24% -$6.97M 1.24% 18
2025
Q3 		$28.5M Buy
432,804
+6,484
+2% +$404K 1.5% 13
2025
Q2 		$25.6M Sell
426,320
-5,453
-1% -$304K 1.42% 14
2025
Q1 		$23.3M Buy
431,773
+33,300
+8% +$1.79M 1.43% 16
2024
Q4 		$20.8M Buy
398,473
+17,390
+5% +$963K 1.27% 17
2024
Q3 		$21.9M Buy
381,083
+8,565
+2% +$464K 1.32% 15
2024
Q2 		$19.9M Buy
372,518
+5,514
+2% +$291K 1.27% 16
2024
Q1 		$18.9M Buy
367,004
+23,964
+7% +$1.2M 1.27% 14
2023
Q4 		$17.4M Buy
343,040
+18,286
+6% +$886K 1.27% 14
2023
Q3 		$15.5M Sell
324,754
-29,276
-8% -$1.45M 1.23% 16
2023
Q2 		$17.5M Buy
354,030
+11,444
+3% +$559K 1.31% 15
2023
Q1 		$16.7M Buy
342,586
+35,082
+11% +$1.72M 1.31% 16
2022
Q4 		$14.4M Buy
307,504
+24,002
+8% +$1.09M 1.22% 18
2022
Q3 		$12.2M Buy
283,502
+42,575
+18% +$2.04M 1.13% 20
2022
Q2 		$11.8M Sell
240,927
-1,660
-0.7% -$85.8K 1.05% 19
2022
Q1 		$13.5M Buy
242,587
+21,881
+10% +$1.26M 1.05% 20
2021
Q4 		$13.2M Sell
220,706
-11,255
-5% -$694K 0.99% 21
2021
Q3 		$14.3M Sell
231,961
-442,206
-66% -$28.2M 1.17% 17
2021
Q2 		$45.2M Buy
674,167
+233,600
+53% +$15.4M 3.74% 4
2021
Q1 		$28.4M Buy
440,567
+435,924
+9,389% +$28.7M 2.42% 11
2020
Q4 		$288K Buy
+4,643
New +$268K 0.04% 219

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

McKinley Carter Wealth Services's IEMG Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 43% in Q1 2026, selling an estimated $10.3M and leaving 186,059 shares worth $13M. The position accounts for 0.75% of the portfolio, ranked #28.

McKinley Carter Wealth Services first reported a position in IEMG in Q4 2020 and has held it in 22 quarters since. The position peaked at $45.2M in Q2 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • McKinley Carter Wealth Services held 186,059 shares of iShares Core MSCI Emerging Markets ETF worth $13M as of Q1 2026.
  • McKinley Carter Wealth Services sold 142,918 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $10.3M.
  • iShares Core MSCI Emerging Markets ETF made up 0.75% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #28 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares Core MSCI Emerging Markets ETF position peaked at $45.2M in Q2 2021.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.