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

Meridian 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	$1.45M	Buy	20,802 +3,904	+23%	+$282K	0.05%	281
2025 Q4	$1.14M	Buy	16,898 +1,054	+7%	+$70.7K	0.04%	326
2025 Q3	$1.04M	Sell	15,844 -787	-5%	-$49.1K	0.04%	319
2025 Q2	$998K	Sell	16,631 -5,972	-26%	-$333K	0.04%	307
2025 Q1	$1.22M	Sell	22,603 -319	-1%	-$17.2K	0.06%	251
2024 Q4	$1.2M	Buy	22,922 +1,293	+6%	+$71.6K	0.06%	256
2024 Q3	$1.24M	Buy	21,629 +1,526	+8%	+$82.6K	0.06%	244
2024 Q2	$1.08M	Buy	+20,103	New	+$1.06M	0.13%	110
2024 Q1	–	Sell	-20,702	Closed	-$1.05M	–	342
2023 Q4	$1.05M	Buy	20,702 +9,593	+86%	+$465K	0.07%	251
2023 Q3	$529K	Sell	11,109 -780	-7%	-$38.6K	0.03%	352
2023 Q2	$586K	Buy	11,889 +1,154	+11%	+$56.4K	0.05%	298
2023 Q1	$524K	Buy	10,735 +4,956	+86%	+$243K	0.05%	306
2022 Q4	$270K	Sell	5,779 -247	-4%	-$11.2K	0.03%	438
2022 Q3	$259K	Sell	6,026 -4,992	-45%	-$239K	0.03%	394
2022 Q2	$541K	Buy	+11,018	New	+$569K	0.04%	332
2022 Q1	–	Sell	-5,180	Closed	-$310K	–	414
2021 Q4	$310K	Sell	5,180 -542	-9%	-$33.4K	0.03%	310
2021 Q3	$353K	Sell	5,722 -874	-13%	-$55.6K	0.04%	281
2021 Q2	$442K	Sell	6,596 -552	-8%	-$36.4K	0.06%	247
2021 Q1	$460K	Buy	7,148 +3,631	+103%	+$239K	0.07%	222
2020 Q4	$218K	Buy	+3,517	New	+$203K	0.03%	306
2020 Q1	–	Sell	-7,508	Closed	-$403K	–	222
2019 Q4	$403K	Buy	7,508 +24	+0.3%	+$1.24K	0.19%	111
2019 Q3	$367K	Buy	7,484 +270	+4%	+$13.4K	0.17%	123
2019 Q2	$3.71K	Buy	7,214 +106	+1%	+$5.42K	0.15%	120
2019 Q1	$368K	Buy	7,108 +857	+14%	+$43.4K	0.17%	111
2018 Q4	$295K	Sell	6,251 -115	-2%	-$5.56K	0.17%	116
2018 Q3	$330K	Buy	+6,366	New	+$332K	0.14%	124

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

Meridian Wealth Management's IEMG Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 23% in Q1 2026, buying an estimated $282K and bringing the position to 20,802 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #281.

Meridian Wealth Management first reported a position in IEMG in Q3 2018 and has held it in 26 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Meridian Wealth Management held 20,802 shares of iShares Core MSCI Emerging Markets ETF worth $1.45M as of Q1 2026.
Meridian Wealth Management bought 3,904 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $282K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #281 holding.
Meridian Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and has held it in 26 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.