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

MGO Private 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 Q1	$402K	Sell	5,765 -22,710	-80%	-$1.64M	2.16%	14
2025 Q4	$1.91M	Sell	28,475 -2,230	-7%	-$150K	1.19%	20
2025 Q3	$2.02M	Hold	30,705	–	–	1.21%	21
2025 Q2	$1.84M	Sell	30,705 -120	-0.4%	-$6.7K	1.18%	20
2025 Q1	$1.66M	Hold	30,825	–	–	1.17%	22
2024 Q4	$1.61M	Sell	30,825 -1,210	-4%	-$67K	1.15%	20
2024 Q3	$1.84M	Sell	32,035 -119	-0.4%	-$6.44K	1.31%	16
2024 Q2	$1.72M	Sell	32,154 -1,095	-3%	-$57.7K	1.08%	20
2024 Q1	$1.72M	Sell	33,249 -7,680	-19%	-$385K	1.08%	21
2023 Q4	$2.07M	Sell	40,929 -1,455	-3%	-$70.5K	1.42%	19
2023 Q3	$2.02M	Sell	42,384 -8,390	-17%	-$415K	1.51%	19
2023 Q2	$2.5M	Sell	50,774 -3,378	-6%	-$165K	1.88%	18
2023 Q1	$2.64M	Sell	54,152 -75,107	-58%	-$3.68M	2.07%	13
2022 Q4	$6.04M	Buy	129,259 +115,466	+837%	+$5.25M	2.75%	8
2022 Q3	$593K	Buy	+13,793	New	+$661K	0.28%	63

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

MGO Private Wealth's IEMG Position: Q1 2026 in Review

MGO Private Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 80% in Q1 2026, selling an estimated $1.64M and leaving 5,765 shares worth $402K. The position accounts for 2.16% of the portfolio, ranked #14.

MGO Private Wealth first reported a position in IEMG in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.04M in Q4 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

MGO Private Wealth held 5,765 shares of iShares Core MSCI Emerging Markets ETF worth $402K as of Q1 2026.
MGO Private Wealth sold 22,710 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.64M.
iShares Core MSCI Emerging Markets ETF made up 2.16% of MGO Private Wealth's portfolio in Q1 2026, its #14 holding.
MGO Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and has held it in 15 quarters since.
MGO Private Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $6.04M in Q4 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.