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

Meridian Wealth Partners’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 		$20M Buy
286,940
+5,612
+2% +$405K 2.75% 13
2025
Q4 		$18.9M Sell
281,328
-3,399
-1% -$228K 2.61% 13
2025
Q3 		$18.8M Buy
284,727
+40,651
+17% +$2.54M 2.58% 14
2025
Q2 		$14.7M Buy
244,076
+3,125
+1% +$174K 2.12% 14
2025
Q1 		$13M Sell
240,951
-1,477
-0.6% -$79.5K 2.08% 15
2024
Q4 		$12.7M Buy
242,428
+7,401
+3% +$410K 1.92% 15
2024
Q3 		$13.5M Buy
235,027
+91,873
+64% +$4.97M 2.1% 14
2024
Q2 		$7.66M Buy
143,154
+2,898
+2% +$153K 1.35% 16
2024
Q1 		$7.24M Buy
140,256
+6,744
+5% +$338K 1.31% 16
2023
Q4 		$6.75M Buy
133,512
+2,896
+2% +$140K 1.29% 16
2023
Q3 		$6.22M Buy
130,616
+8,850
+7% +$438K 1.29% 16
2023
Q2 		$6M Buy
121,766
+8,106
+7% +$396K 1.23% 17
2023
Q1 		$5.55M Buy
+113,660
New +$5.58M 1.21% 16
2021
Q2 		– Sell
-339
Closed -$22K – 642
2021
Q1 		$22K Sell
339
-4
-1% -$263 0.01% 269
2020
Q4 		$21K Buy
+343
New +$19.8K 0.01% 223

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

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

Meridian Wealth Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2% in Q1 2026, buying an estimated $405K and bringing the position to 286,940 shares worth $20M. The position accounts for 2.75% of the portfolio, ranked #13.

Meridian Wealth Partners first reported a position in IEMG in Q4 2020 and has held it in 15 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Meridian Wealth Partners held 286,940 shares of iShares Core MSCI Emerging Markets ETF worth $20M as of Q1 2026.
  • Meridian Wealth Partners bought 5,612 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $405K.
  • iShares Core MSCI Emerging Markets ETF made up 2.75% of Meridian Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • Meridian Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 15 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 Partners's 13F filing for Q1 2026, filed 14 May 2026.